From Wolf of Wall Street to Fiduciary RIA with Chuck Failla
Elementality for Financial Advisors | Elements Financial Vitals System™
English - August 22, 2023 18:10 - 46 minutes - 64.1 MBInvesting Business Entrepreneurship cfp ria finance financialadvisors financialplanners financialplanning investing investmentmanagement personalfinance wealthmanagement Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Diagnosing Financial Health Using Elements with Billy Zerillo
Do you know what a PINO is? Not pinot, but P-I-N-O. An acronym coined by Chuck Failla, it distinguishes a “planner-in-name-only” salesperson from a fiduciary who is ethically bound to act in their clients’ best interests.
On this Elementality, Reese welcomes Chuck. Discover how Chuck’s career has taken him from conflicted stockbroker to an influential RIA.