Скачать или смотреть 147 A Fiduciary Advisor Is Not Enough Anymore

The real issue isn’t whether your financial advisor is a fiduciary, it’s whether they have a conflict of interest. Here is the sad truth. Most Americans believe they already receive objective, fiduciary advice. The overwhelming odds are that they don’t, especially if the advisor has a conflict of interest over how they are paid. Some data suggests less than 3% of financial advisors are free of a compensation conflict-of-interest.

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Website for Podcast: https://thefinancialtherapypodcast.com
Website for Financial Therapy Appointments: https://advanced-wellbeing.com
Website for Financial Planning Appointments: https://kahlerfinancial.com

About Rick Kahler:

Rick Kahler, MSFP, CFP ® , CFT-1™, CeFT ® , Certified Internal Family Systems℠ Practitioner, president of Kahler Financial Group, is a lifelong resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP ® ) in South Dakota in 1983. In 2020 he became one of the first Certified Financial Therapist-Level I (CFT-I™,) in the nation.

His firm, specializes in the integration of investment advising, financial planning, financial coaching, and financial therapy, serving small business and real estate owners, professionals, and retirees, as well as individuals and families.

He served on and chaired the South Dakota Investment Council and served in leadership capacities with the Financial Planning Association and the National Association of Financial Planning Advisors. Kahler is also a nationally renowned speaker and educator. In 2003, National American University recognized Mr. Kahler with the Alumni Distinguished Service Award.

Interested in working with Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, Certified Internal Family Systems℠ Practitioner? Please go to our website, Book a Financial Therapist Appointment and fill out a request for a 30-minute free consultation.