Experiential Wealth

Philip Chao & Don Trone in Iris.xyz – Are You an Adviser or an Advisor?

Sep 4, 2018 | Company News, Everything Else, Opinions

Do your clients believe that you’re serving as an adviser or an advisor? This is not a trick question. If you’ve never considered the answer nor clearly communicated your role with clients, there’s a possibility that it may be confused as to the type of fiduciary role you’re providing.

Click here to read the full opinion.