Jamie Bosse
speaker
305 appearances
1 recordings
1 series
first heard Jul 2025
last heard Jul 2025
Jamie Bosse’s voice in public audio — every appearance, attributed to the second.
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Appearances
I would say a lot of the certified financial planners are leaning more towards the fee-only side where it's just like the client always knows what the fee is and where it's coming from and exactly what it is.
Not necessarily.
So a lot of people just use those interchangeably.
Certified financial planner just means that you've taken that test and have that accreditation and you do that continuing education ongoing.
And that you're also held to a fiduciary standard where you are supposed to do the best thing for the client.
So sometimes in investments...
If you sell a certain product and you make a commission, that's in your best interest, maybe not the client's best interest.
So as a CFP, you sign off that you are choosing things based on your client's best interest, not your own.
And then financial advisor could be anyone.
They could be CFPs or they could be insurance salespeople.
It kind of depends what the firm is and how they're doing business.
But there's not like a way they have to do business based on that word.
For sure.
Thank you.
You hit it on the head with the coaching.
The behavioral side is such a big piece of all of it.
Right.
Like the way we handle money and the way we act around money.
It's behavioral and emotional.
And I think we have to address that piece.
Showing 141–160 of 305 · page 8 of 16
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