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Description

Are you a fake Fiduciary? The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it? In this episode, Adam and Derek are joined by Tom Hegna. One of the most prolific industry speakers, Tom is considered by many an expert in Retirement Income and Security common sense! He sheds some light on the irony of the current attitudes towards “fiduciary” and sees a huge hole in most professionals' stories.

Tom discusses:

• Where the financial service market is currently at
• Why Fake Fiduciaries don’t look out for their client’s best interest
• Addresses why advisors survive less than 5 years in the insurance industry
• The Importance of knowing the product you’re promoting at the right time
• And More!

Resources:

• Paychecks and Playchecks: Retirement Solutions for Life
• Retirement Income Masters: Secrets of the Pros
• Paycheques and Playcheques: Retirement Solutions for Canadians
• Don’t Worry, Retire Happy! Seven Steps to Retirement Security
• Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians

Connect With Tom Hegna:

• Linkedin: Tom Hegna
• Linkedin: TomHegna.com
• Twitter: Tom Hegna
• tomhegna.com

Connect With Adam Holt:

• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

Connect With Derek Notman:

• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman

About Our Guest:

Tom is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

Hosted on Acast. See acast.com/privacy for more information.