Traditional, large Wall Street brands are not consumer-friendly. Learn what most advisors don't know: how to hire the proper financial advisor, insurance agent, attorney, or accountant. Consumer beware! Big brand names spend millions on advertising, not an indication of superior expertise.
Beverly, United States - December 2, 2020 /PressCable/ —
Saint-Laurent Advisors & Associates is launching an unprecedented, easy to understand financial literacy basics and wellness course for the average person, with a different take on the topic. Unlike other financial informational courses, you will learn what legacy, wall street firms and so-called experts on talk shows do not want you to know, or are not willing to educate themselves about.
This is a limited time offer, at no cost or a small fee while still in the BETA phase. This much-needed information is what should be required material in high school and college. It covers material that most so–called advisors and fiduciaries either do not know or won’t tell you.
For example, did you know many advisors are in breach of their fiduciary duty because the won’t tell investors, or don’t know about all the possible investment products or strategies available in the marketplace? It is not the job of a true advisor to filter out realistic options for their prospects or client’s. It is an advisor fiduciary duty to disclose as much as possible and let the investor decide – even if it means the the advisor will not be compensated…even if it means considering cryptocurrencies as a legitimate assets class.
These basics will give people the knowledge they need in order to have a better understanding of their own financial affairs or hire the proper advisors. More importantly, this course explains what products and services are good or bad, without any sales pitch in a very unbiased manner. Make sure your advisors are neither wolves nor sheep. Sheep’s push products their managers want them to and wolves are out for their own benefit at investors’ expense. .
Saint Laurent Advisors & Associates (SLA), represents prospects and clients to find the proper solutions to suit each situation. As an independent firm, SLA can be more proactive and nimble, allowing recommendations that are truly in the investors best interests. Cutting edge strategies or products are offered, alternatives – some not yet understood by most firms but likely to become standard practice. Unlike traditional brokerage and highly advertised firms, SLA is a “fee-based” firm, not a “fee-only” (The easy to understand financial literacy basics and wellness course link below will cover the important difference between these two definitions, and much more).
Contrary to what many believe accountants and attorneys are not trained to be proactive and may not understand all the available options to their clients. Beware the “generalist” advisory, who claims they are “fiduciaries” – there are varying degrees of “fiduciaries”. Know the types of “fiduciaries designations”, defined by the Department Of Labor and the IRS, and which best suits your objectives.
Don’t take our word for it. To see for yourself take our easy to understand and brief financial literacy course at your pace online go to:https://learn.financialliteracycourse.net/sign-up/saint-laurent-associates/?gid=1264&un2/iMVJnzTbg
Or access the course through our website ink: https://tinyurl.com/financialminicourse
Note: For best viewing open this link in Chrome, Explorer, Edge or iOS browsers.
Name: Richard St.Laurent
Email: Send Email
Organization: Saint-Laurent Associates
Address: 100 Cummings Center, Ste. 322C, Beverly, MA 01915, United States
Release ID: 88982940