Don Trone, GFS, 3ethos
Based on a book by the same name, this session provided the advisor with a review of the fiduciary movement and the rise of ethotic leadership. This is an area of much discussion with the discussion that has been occurring in the marketplace around the fiduciary standard. This session provided a history of fiduciary evolution and where we are at this point in time. It provided observations on fiduciary responsibilities and leadership and then related the discussion to the practical purpose in in the marketplace.
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