Clever Marketing 101: Davis Rea talks fiduciary duty

Clever Marketing 101: Davis Rea talks fiduciary duty

1 Comments
  • Harley Lockhart CLU CHFC 2014-12-01 2:19:26 PM
    Each year, as a condition of member renewal, Advocis members are required to state adherence to a Code of Conduct. The first principle is "Priority of Clients' Interest: An Advocis member/Institute Designation Holder shall act in the clients' best interest."
    Your enthusiastic endorsement of a marketing ploy appears overdone.
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