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TEXT OVERLAY: What makes independent advisors refreshingly different?
Allan B.
Independent Financial Advisor Since 2010
VO: If you just finished exercising, a nonfiduciary could offer you water or champagne. Both would be completely acceptable, but water clearly is what you would do for yourself. That’s what an RIA, that’s what a registered investment advisor, that’s what a fiduciary would have to do – would be to offer you the thing that they would do for themselves.
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Disclosure:
These advisors custody with Schwab Advisor Services™ and were not compensated for their comments. Schwab paid travel related costs.
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