compensation disclosire agreement

Compensation Disclosure Agreement

During this conversation, I talk about the compensation disclosure agreement. This episode will enable you to learn what kind of partners you have, how much compensation they receive, and the different versions of the compensation disclosure agreement that you need to know about. 

Learn what your advisor/firm is being paid, understand the specifics of non-accountable financial compensation, potential conflicts of interests in terms of vendors and products as well as learn about the nature of financial and non-financial compensation received by your firm.  

Additional videos are COMING SOON!!

Fair warning: When you watch our ‘tell it like it is videos’ you’ll be furious that no one showed you this before. If you can’t wait that long, check us out here:

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