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#54 The Unavoidable Dilemma: Serving Shareholders and Clients

Ben VerWys (@BenVerWys) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader.

In this episode, Brian and Ben discuss:

  1. Breaking Free From Restrictive Advisor Agreements
  2. Seek Advisors Who Prioritize Your Interest
  3. Shareholders vs. Clients
  4. Non-Negotiables For Advisor-Focused Firms


Talk With Brian Directly On How FourStar Can Help Grow Your Practice!

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FourStar Wealth Advisor LLC.

FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

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