Curiosity Call

Name: How finding a new advisor is like dating- Curiosity Call
Uploaded: 2023-04-26
Duration: 4 min 39 s
Description: Having been in the industry for 20 years, and having worked for one of the top financial planning firms in the U.S., I left because I was forced to charge

Let’s get to know each other. Schedule your free curiosity call today.

about

Shaun Jones, CFS, CFP

Having been in the industry for 20 years, and having worked for one of the top financial planning firms in the U.S., I left because I was forced to charge layers and layers of fees. My clients were confused and overwhelmed by their fees, all their different logins, and their statements.

I chose to become a fiduciary because I don’t want to be a salesperson. I want to do what’s actually in your best interest.