When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)
“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client?
In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current financial advisor.
Dave and Jason discuss:
- How Dave’s performance was assessed as a financial advisor at a large corporate firm and a small insurance broker
- How reaching sales goals can affect personal financial advice and the client’s best interest
- And more
Connect with Dave:
Resources:
Connect with Jason:
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