Ask A Fiduciary
Our newest partner, Marta Hurst, QKA, answers our most frequently asked questions regarding our role in retirement planning with advisors and TPAs.
FAQ 1: Advisor & TPA FAQS In this video, we answer questions;
1. What is a fiduciary?
2. What does Fiduciary Wise offer?
3. What is the goal of Fiduciary Wise?
4. How does Fiduciary Wise help me?
5. What to do with a bad closing rate.
FAQ 2: What if the Plan Already Has A Fiduciary? In this video, we answer questions;
1. What if a plan already has a fiduciary?
2. What size plan does Fiduciary Wise provide services for?
3. What does onboarding look like?
4. Is Fiduciary Wise a co-fiduciary?
5. How do I make sure to keep the business I’ve managed to get?