Podcasts · Purpose Driven Finances
What is a Fiduciary?
· 30 min · S5 E2
Episode What is a Fiduciary?
🔑 What Does It Mean to Be a Fiduciary? | Purpose Driven Finances
Description:
📅 Aired January 11, 2025
We’re starting a new 4-week series on the top four questions every prospective client asks me. Each week, you can also download a free resource from the Servus Capital Management blog.
This episode begins with a timely topic: the California wildfires 🔥 — and practical ways to protect your home and family. From clearing vegetation and home upkeep 🏡, to using smart tech (leak detectors, smoke/CO2 alarms, cameras), and making sure your insurance and umbrella policies are truly protective, you’ll hear the steps that matter most.
Then we shift into the first major client question: “What does it mean to work with a Fiduciary?” ⚖️
• The difference between a broker-dealer and a fiduciary • The duty of care (recommendations based on all available info) and the duty of loyalty (loyal to you, not their wallet) • Why most fiduciaries are fee-only, and how conflicts of interest must be disclosed
This series is designed to help you ask better questions, gain clarity, and align your finances with your life’s purpose.
📞 Call Allan at 434-316-0246
🌐 Visit: www.servuscm.com
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