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General
Hosted by Unknown Host · General · EN · 0 episodes
Lucas and Luna sit down with practicing financial advisors to demystify the relationship between planner and client. Each episode examines a real advisory firm's business model — fee structures, asset allocation philosophy, tax-minimization tactics — and tests it against the fiduciary standard. Lucas presses for the numbers behind the pitch: how a planner's compensation affects the advice they give, how often they rebalance portfolios, what benchmarks they use. Luna, representing the engaged client, asks the uncomfortable questions: 'How do you get paid if I don't follow your recommendation?' and 'What happens to my plan when you sell your practice?' Together they explore how fiduciary duty plays out in everyday decisions — from selecting a 401(k) provider to navigating a concentrated stock position. The show is for anyone who works with a financial advisor or is considering hiring one: you'll learn what to ask, what to look for in a client agreement, and how to spot conflicts of interest. Each conversation leaves you with a sharper sense of what good advice looks like — and how to tell if you're getting it. #FinancialAdvisor #FiduciaryDuty #FinancialPlanning #WealthManagement #FeeOnly #AdviceGap #ClientAdvisorRelationship #PortfolioManagement #TaxStrategy #EstatePlanning #RetirementPlanning #AssetAllocation #FinancialAdvice #Business #FexingoBusiness #BusinessPodcast #Finance #DailyBusinessShow
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
18%
Guest openness
Selective
Sign up to generate a grounded pitch for The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice.
Signup to Generate a PitchThe Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Unknown Host hosts The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice, a general show with 0 episodes published.
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Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
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