Do you really know who’s managing your financial situation? Whether you work with an insurance agent, broker, or investment advisor, it can be difficult to tell what licenses they hold, how they’re compensated, and what legal responsibilities they have to you.
That’s why we created a free Guide to Financial Professionals, a one-page resource that clearly explains the differences between various types of financial professionals, how they’re paid, and what standards they’re required to follow.
In this video, Zacc Call, President of Capita Financial Network, walks you through the guide and helps you understand how to identify the right kind of financial professional for your needs.
Understanding these distinctions can help you make smarter decisions, ask better questions, and choose a professional who aligns with your goals and values.
Watch the full video: Guide to Financial Professionals Youtube
For important disclosures, visit:
https://www.capitafinancialnetwork.com/disclosures
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