An agent by any other name... - With Carl Schuessler, Jr.
By David Saltzman
July 06, 2021 at 12:09 PM
Acting as a fiduciary means acting as stewards that improve financial outcomes. There is an emphasis on trust that has become even more apparent with the creation of the Affordable Care Act.
This week’s episode features a conversation with Carl Schuessler, Jr., Managing Principal at Mitigate Partners. Acting as a fiduciary means acting as stewards that improve financial outcomes. There is an emphasis on trust that has become even more apparent with the creation of the Affordable Care Act. Fiduciaries also deliver active management as opposed to passive management, a beneficial role that provides massive savings.
SPONSOR: ShiftShapers Strategies (www.shiftshapersstrategies.com)