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Second Opinion On Insurance Producer with Daniel Wrenne
Manage episode 394302151 series 3538801
Daniel Wrenne द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Daniel Wrenne या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Welcome back to Finance for Physicians. Today, Daniel Wrenne continues the discussion on crucial questions from physician families. In this episode, he delves into the realm of product-based advisors and the complex world of "jack of all trades" advisors.
Daniel breaks down the product-based advisor model, emphasizing their focus on selling financial products like disability insurance and life insurance. He unravels the incentive structures, revealing how these advisors get compensated and why their advice might be swayed toward selling more products.
But wait, there's more! Daniel also sheds light on the "jack of all trades" advisor, a hybrid model that combines product selling, investment management, and charging fees for planning services. He explains why this approach can lead to compounded conflicts of interest and recommends steering clear of such setups.
Tune in for a comprehensive exploration of these advisor models, gain insights into potential pitfalls, and arm yourself with awareness in your financial journey.
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