Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree the approach should best align to the client’s best interests. Sara Grillo, The leopard of LinkedIn marketing for financial advisors and Scott Salaske, CEO at Firstmetric join us for a spirited discussion on the topic. Along the way, we also talk about direct indexing and whether commission structures cloud the offering.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.