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Advice First
The Difference Between a Stock Broker and a Financial Advisor with Fred Wachtel
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Robert Clark
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In this episode, we sit down with Fred Wachtel of Prosperitas Financial. Fred shares his story of how he started in financial services and why he didn't like it at first. It wasn't until he discovered the role of being a financial advisor, as opposed to a stock broker, that he finally took a liking to how he was able to help people with their best interest in mind. Fred shares the difference between the two roles, and how you can uncover which type of financial professional you may be working with.
To connect with Fred:
https://prosperitasfin.com/fred-wachtel-financial-advisor/