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.

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