Understanding what it means to be a true fiduciary in the financial services industry is more critical now than ever before.
On March 20th at 1:00 ET, join Rick McClanahan, CEO of the National Association of Certified Financial Fiduciaries (NACFF), as he addresses the most common misconceptions about the DOL Rule and what it means to be a fiduciary.
There are many steps required in the process of gaining visibility in a crowded marketplace:
- Separating yourself from your competition,
- Establishing trust and credibility with your prospects and clients,
- All while taking them through a financial planning process that must now adhere to strict regulatory standards.
Failure to follow each step to letter of the rule places full liability on YOU the advisor.
This web class will identify the things you should be doing now, to protect yourself, your practice, and your clients.
Rick will also explain the benefits of obtaining the Certified Financial Fiduciary® designation and how it will help you increase your production and grow your practice based on the NACFF fiduciary pledge of, “Good faith, care, and loyalty to our client’s best interest!”