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Podcast: Financial Residency
Episode: Financial Vitals: How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan Sanchez
Description: Physicians seeking independent financial planning advice at a fair price should find financial advisors who mitigate conflicts of interest that cause more harm than good. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Skyview Financial Planning. Donovan covers different conflicts of interest that most people are unaware of and the importance of disclosure requirements to find a quality financial advisor. Topics Discussed: • Financial Advisor Types: Anybody working in the financial services industry • Compensation Models: Pay for serv...