What is a Fiduciary?

(edited transcript) … [Daryl] It’s very, very easy to say, “of course I’m a fiduciary”. Really where you see that actually happen though, is in working with people over time. [Tim] And what does that mean to you? [Daryl] Well, for me, it’s actually just showing you, this is how I am taking care of you, this is how I know and I can reflect back to you, this is in your best interest right now. And whether that’s a hard conversation or whether that’s a positive thing or whatever, and it’s all based on the knowledge that we have of the clients and continue to build on. So I think that’s really valuable. And I think recent events make it really, really clear that in this office, we care about what we do because we care about the people that we serve. [Tim] Absolutely.

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What is a Fiduciary?

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