Tag: business

  • Financial Advisors vs. Financial Sales

    Financial Advisors vs. Financial Sales

    True financial advice should be objective, educational, and centered on the client’s long-term interests. However, much of the financial services industry operates within compensation structures that include commissions, bonuses, or internal sales goals. These incentives don’t automatically mean bad intent but they do introduce potential conflicts of interest. When recommendations are tied, even indirectly, to…