<p><span style="font-weight: 400;">What does it mean to be a fiduciary? In this episode of YSR Shorts, Dennis O’Keefe explains the fiduciary standard and why it matters in financial services. He discusses disclosure, compensation structures, and why fiduciary status should be part of your evaluation, not the only factor. Dennis also shares real-world examples that highlight the importance of asking deeper questions.</span></p> <p><b>Key takeaways:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Definition of fiduciary in financial services</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why disclosure matters</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Limits of fiduciary protection</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The importance of evaluating competence and trust</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Connect with Dennis O&#8217;Keefe: </b></p> <ul> <li><a href="https://www.successfulmoney.com/"><span style="font-weight: 400;">Successful Money Strategies, Inc</span></a></li> <li><a href="mailto:[email protected]"><span style="font-weight: 400;">[email protected]</span></a><span style="font-weight: 400;"> </span></li> <li><span style="font-weight: 400;">(508) 730-2300 </span></li> <li><a href="https://www.linkedin.com/in/dennisokeefe-/"><span style="font-weight: 400;">LinkedIn: Dennis O&#8217;Keefe</span></a></li> <li><a href="https://www.linkedin.com/company/successful-money-strategies-inc./"><span style="font-weight: 400;">LinkedIn: Successful Money Strategies, Inc</span></a></li> <li><a href="https://www.facebook.com/successfulmoneystrategies"><span style="font-weight: 400;">Facebook: Successful Money Strategies, Inc</span></a></li> <li><a href="https://www.instagram.com/successfulmoneystrategies/"><span style="font-weight: 400;">Instagram: Successful Money Strategies, Inc</span></a></li> <li><a href="https://www.youtube.com/@SuccessfulRetirementPodcast"><span style="font-weight: 400;">YouTube: Your Successful Retirement Podcast</span></a></li> </ul> <p><span style="font-weight: 400;">All content presented is for educational purposes only and </span><span style="font-weight: 400;">should not be construed as </span><span style="font-weight: 400;">an endorsement of any third party, or as</span><span style="font-weight: 400;"> a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be </span><span style="font-weight: 400;">reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. </span><span style="font-weight: 400;">Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.</span></p>