-
"Fidelity Fiduciary Bank"
David Tomlinson and Dick Van Dyke
Scene From Walt Disney's Mary Poppins
published: 09 Aug 2010
-
Defining fiduciary
If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary is, and what their responsibilities are is important if you're risking your money, as this video explains.
published: 14 Feb 2014
-
What Is A Fiduciary?
In this video I take on one of the hottest topics in the financial industry...
What is a Fiduciary?
I believe the goal here is to eliminate conflicts of interest...
but what are some of those conflicts of interest?
What questions should you be asking before you hire a financial advisor?
Remember, the most important thing to consider when hiring a financial advisor is that you like and trust them.
Do they have knowledge and expertise in your goals and unique situation?
Thank you for watching! Please subscribe to our channel if you like the content.
Retirement planning can seem overwhelming, and it's hard to know where to start.
I am passionate about retirement planning and financial Education!
Here are a few ways that we might be able to help;
1. Watch our free educational vide...
published: 08 Nov 2018
-
Fiduciary Duty
A fiduciary duty is a legal obligation to act in another person’s best interest. A fiduciary relationship involves:
A fiduciary—i.e., the person who owes the duty
A principal—i.e., the person whose best interest the fiduciary is supposed to protect
In this type of relationship, a principal entrusts a fiduciary with taking care of their money, property, or other assets.
Want even more info? Learn more: https://napkinfinance.com/napkin/fiduciary-duty-definition/
----------------------------
Money Simplified.
You’ve got money questions. We have quick and easy answers. What do you want to learn about today? Learn more about this and more when you subscribe and visit us at https://napkinfinance.com.
Find us on:
Our website ► https://napkinfinance.com
Twitter ► https://twitter.com/napkinfin...
published: 21 Dec 2020
-
What is a Fiduciary? Why is Fiduciary Duty Important?
There has been a lot of talk in the past few years about "fiduciary duty." Senior Financial Planner Allison Alley, CFP® of Pure Financial Advisors explains what it means to be held to the fiduciary standard, and why it's important to work with a fiduciary when it comes to financial planning.
READ THE BLOG 6 Questions to Ask Your Advisor: http://bit.ly/AdvisorQs
Get answers to your personal finance questions. Subscribe on YouTube:
http://bit.ly/PureFinancialYouTube
Transcript:
One of the questions we get quite a bit is what is a fiduciary, what's the fiduciary duty and why is that important? Well, a fiduciary is a person or a legal entity, like a bank or a brokerage firm, that's legally required to act in the best interest of a client in situations requiring total trust honesty and go...
published: 30 Dec 2019
-
Fiduciary Risk
published: 28 Feb 2019
-
What Is A Fiduciary And What Do They Do?
Thanks for visiting the channel!
What Is A Fiduciary And What Do They Do? Let's explain what a "Fiduciary" is. By simple definition, a fiduciary relationship applies to any situation in which a person places “Confidence” and “Trust” in someone else. Some examples are a doctor to a patient, a lawyer to a client, or a corporation to its shareholders. It’s the relationship between two parties, where one entity has the right to act and make important decisions on behalf of the other party. In the real estate industry, the agent and their client are in a fiduciary relationship. The two parties enter into a signed agreement in which the client puts their trust in the agent and the agent works in the client’s best interest.
Sterling Caporale is a serial Entrepreneur on a mission to teach othe...
published: 26 Apr 2023
-
What is a Fiduciary?
In this video you will learn what is a fiduciary? This is an important thing to learn about regarding finance management. Today we discuss what you need to know about a fiduciary.
This is not financial advice, but for educational purposes only.
Subscribe: https://www.youtube.com/channel/UCyTQzbZIvVWwrkUiz8JBYGQ
#fiduciaryfinancialadvisor
#finances
#retirementplanning
published: 07 May 2022
-
DOES BANK OWE FIDUCIARY DUTY TO CUSTOMERS?
Made with http://biteable.com
published: 16 May 2016
-
What Is Fiduciary Banking? Ft. Ronna Lubash - Episode 7
🎙️Episode 7: What Is Fiduciary Banking?
👨💼With Special Guest: Ronna Lubash
Do you want to secure your financial future? Are you tired of worrying about your investments and assets? Fiduciary banking could be the solution you've been searching for.
Our new video explores the world of fiduciary banking, where financial institutions are legally obligated to act in your best interest. This means they're not just looking out for their own profits, but yours too.
Our experts break down the benefits of fiduciary banking and how it can help you achieve your financial goals. From managing your investments to estate planning, fiduciary banking can give you peace of mind knowing your financial future is in trustworthy hands.
But don't just take our word for it, hear from real clients who have s...
published: 01 Mar 2023
3:43
"Fidelity Fiduciary Bank"
David Tomlinson and Dick Van Dyke
Scene From Walt Disney's Mary Poppins
David Tomlinson and Dick Van Dyke
Scene From Walt Disney's Mary Poppins
https://wn.com/Fidelity_Fiduciary_Bank
David Tomlinson and Dick Van Dyke
Scene From Walt Disney's Mary Poppins
- published: 09 Aug 2010
- views: 981603
2:58
Defining fiduciary
If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary i...
If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary is, and what their responsibilities are is important if you're risking your money, as this video explains.
https://wn.com/Defining_Fiduciary
If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary is, and what their responsibilities are is important if you're risking your money, as this video explains.
- published: 14 Feb 2014
- views: 31774
10:30
What Is A Fiduciary?
In this video I take on one of the hottest topics in the financial industry...
What is a Fiduciary?
I believe the goal here is to eliminate conflicts of inter...
In this video I take on one of the hottest topics in the financial industry...
What is a Fiduciary?
I believe the goal here is to eliminate conflicts of interest...
but what are some of those conflicts of interest?
What questions should you be asking before you hire a financial advisor?
Remember, the most important thing to consider when hiring a financial advisor is that you like and trust them.
Do they have knowledge and expertise in your goals and unique situation?
Thank you for watching! Please subscribe to our channel if you like the content.
Retirement planning can seem overwhelming, and it's hard to know where to start.
I am passionate about retirement planning and financial Education!
Here are a few ways that we might be able to help;
1. Watch our free educational videos here on our YouTube Channel
2. Like the Money Evolution Facebook Page. Additional investment and retirement planning content, including Live Stream Market, updates not on the YouTube Channel. https://www.facebook.com/moneyevolutionlive
3. The Retirement Time Machine online course! Over 13 hours of instructional video and dozens of forms and worksheets to help you learn How to Optimize Your Financial Resources and Create a More Confident Plan For Your Retirement! Get more information or enroll now here; https://retirementtimemachine.com
4. Our WealthVision Comprehensive Financial Plan:http://moneyevolution.com/wealthvision/
Thank you for watching! Please subscribe to our channel if you like the content.
Tracking #1-747871
https://wn.com/What_Is_A_Fiduciary
In this video I take on one of the hottest topics in the financial industry...
What is a Fiduciary?
I believe the goal here is to eliminate conflicts of interest...
but what are some of those conflicts of interest?
What questions should you be asking before you hire a financial advisor?
Remember, the most important thing to consider when hiring a financial advisor is that you like and trust them.
Do they have knowledge and expertise in your goals and unique situation?
Thank you for watching! Please subscribe to our channel if you like the content.
Retirement planning can seem overwhelming, and it's hard to know where to start.
I am passionate about retirement planning and financial Education!
Here are a few ways that we might be able to help;
1. Watch our free educational videos here on our YouTube Channel
2. Like the Money Evolution Facebook Page. Additional investment and retirement planning content, including Live Stream Market, updates not on the YouTube Channel. https://www.facebook.com/moneyevolutionlive
3. The Retirement Time Machine online course! Over 13 hours of instructional video and dozens of forms and worksheets to help you learn How to Optimize Your Financial Resources and Create a More Confident Plan For Your Retirement! Get more information or enroll now here; https://retirementtimemachine.com
4. Our WealthVision Comprehensive Financial Plan:http://moneyevolution.com/wealthvision/
Thank you for watching! Please subscribe to our channel if you like the content.
Tracking #1-747871
- published: 08 Nov 2018
- views: 15661
1:13
Fiduciary Duty
A fiduciary duty is a legal obligation to act in another person’s best interest. A fiduciary relationship involves:
A fiduciary—i.e., the person who owes the d...
A fiduciary duty is a legal obligation to act in another person’s best interest. A fiduciary relationship involves:
A fiduciary—i.e., the person who owes the duty
A principal—i.e., the person whose best interest the fiduciary is supposed to protect
In this type of relationship, a principal entrusts a fiduciary with taking care of their money, property, or other assets.
Want even more info? Learn more: https://napkinfinance.com/napkin/fiduciary-duty-definition/
----------------------------
Money Simplified.
You’ve got money questions. We have quick and easy answers. What do you want to learn about today? Learn more about this and more when you subscribe and visit us at https://napkinfinance.com.
Find us on:
Our website ► https://napkinfinance.com
Twitter ► https://twitter.com/napkinfinance
Facebook ► https://www.facebook.com/napkinfinance/
Instagram ► https://www.instagram.com/napkinfinance/
https://wn.com/Fiduciary_Duty
A fiduciary duty is a legal obligation to act in another person’s best interest. A fiduciary relationship involves:
A fiduciary—i.e., the person who owes the duty
A principal—i.e., the person whose best interest the fiduciary is supposed to protect
In this type of relationship, a principal entrusts a fiduciary with taking care of their money, property, or other assets.
Want even more info? Learn more: https://napkinfinance.com/napkin/fiduciary-duty-definition/
----------------------------
Money Simplified.
You’ve got money questions. We have quick and easy answers. What do you want to learn about today? Learn more about this and more when you subscribe and visit us at https://napkinfinance.com.
Find us on:
Our website ► https://napkinfinance.com
Twitter ► https://twitter.com/napkinfinance
Facebook ► https://www.facebook.com/napkinfinance/
Instagram ► https://www.instagram.com/napkinfinance/
- published: 21 Dec 2020
- views: 2302
2:11
What is a Fiduciary? Why is Fiduciary Duty Important?
There has been a lot of talk in the past few years about "fiduciary duty." Senior Financial Planner Allison Alley, CFP® of Pure Financial Advisors explains what...
There has been a lot of talk in the past few years about "fiduciary duty." Senior Financial Planner Allison Alley, CFP® of Pure Financial Advisors explains what it means to be held to the fiduciary standard, and why it's important to work with a fiduciary when it comes to financial planning.
READ THE BLOG 6 Questions to Ask Your Advisor: http://bit.ly/AdvisorQs
Get answers to your personal finance questions. Subscribe on YouTube:
http://bit.ly/PureFinancialYouTube
Transcript:
One of the questions we get quite a bit is what is a fiduciary, what's the fiduciary duty and why is that important? Well, a fiduciary is a person or a legal entity, like a bank or a brokerage firm, that's legally required to act in the best interest of a client in situations requiring total trust honesty and good faith.
Really, anyone can be a fiduciary. The most common example of a fiduciary is a trustee of a trust. But corporate officers are also fiduciaries to their shareholders. Attorneys are fiduciaries to clients, and some but not all financial advisors are fiduciaries to clients.
It's also important to understand what the fiduciary duty is. The fiduciary duty is the highest standard of care. It's acting in the best interest of the client or beneficiary in all situations, even if those decisions are contrary to your own interests. For financial advisors, this may mean giving advice that results in no compensation. The reason that this is important is because not all financial advisors are fiduciaries - in fact, financial advisors aren't required to be fiduciaries.
So before you make a decision on a financial advisor that you want to work with, you want to understand whether they're held to a fiduciary standard or not. Questions you might want to ask are surrounding the type of products they recommend, the type of advice they give, and how they're compensated. If you ask an advisor if they are fiduciary and they are fee-only advisor, it's likely that they are also a fiduciary. A commission-based advisor is almost likely not a fiduciary. Important questions to ask before making those decisions.
One thing to keep in mind, Pure Financial is a fiduciary; we are a fee-only financial advisory firm. If you have any other questions, contact us at PureFinancial.com
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
Schedule a free assessment with an experienced financial professional:
http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl
Subscribe to our YouTube channel: https://bit.ly/YMYW-YT
Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
https://wn.com/What_Is_A_Fiduciary_Why_Is_Fiduciary_Duty_Important
There has been a lot of talk in the past few years about "fiduciary duty." Senior Financial Planner Allison Alley, CFP® of Pure Financial Advisors explains what it means to be held to the fiduciary standard, and why it's important to work with a fiduciary when it comes to financial planning.
READ THE BLOG 6 Questions to Ask Your Advisor: http://bit.ly/AdvisorQs
Get answers to your personal finance questions. Subscribe on YouTube:
http://bit.ly/PureFinancialYouTube
Transcript:
One of the questions we get quite a bit is what is a fiduciary, what's the fiduciary duty and why is that important? Well, a fiduciary is a person or a legal entity, like a bank or a brokerage firm, that's legally required to act in the best interest of a client in situations requiring total trust honesty and good faith.
Really, anyone can be a fiduciary. The most common example of a fiduciary is a trustee of a trust. But corporate officers are also fiduciaries to their shareholders. Attorneys are fiduciaries to clients, and some but not all financial advisors are fiduciaries to clients.
It's also important to understand what the fiduciary duty is. The fiduciary duty is the highest standard of care. It's acting in the best interest of the client or beneficiary in all situations, even if those decisions are contrary to your own interests. For financial advisors, this may mean giving advice that results in no compensation. The reason that this is important is because not all financial advisors are fiduciaries - in fact, financial advisors aren't required to be fiduciaries.
So before you make a decision on a financial advisor that you want to work with, you want to understand whether they're held to a fiduciary standard or not. Questions you might want to ask are surrounding the type of products they recommend, the type of advice they give, and how they're compensated. If you ask an advisor if they are fiduciary and they are fee-only advisor, it's likely that they are also a fiduciary. A commission-based advisor is almost likely not a fiduciary. Important questions to ask before making those decisions.
One thing to keep in mind, Pure Financial is a fiduciary; we are a fee-only financial advisory firm. If you have any other questions, contact us at PureFinancial.com
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
Schedule a free assessment with an experienced financial professional:
http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl
Subscribe to our YouTube channel: https://bit.ly/YMYW-YT
Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
- published: 30 Dec 2019
- views: 28361
1:46
What Is A Fiduciary And What Do They Do?
Thanks for visiting the channel!
What Is A Fiduciary And What Do They Do? Let's explain what a "Fiduciary" is. By simple definition, a fiduciary relationship ...
Thanks for visiting the channel!
What Is A Fiduciary And What Do They Do? Let's explain what a "Fiduciary" is. By simple definition, a fiduciary relationship applies to any situation in which a person places “Confidence” and “Trust” in someone else. Some examples are a doctor to a patient, a lawyer to a client, or a corporation to its shareholders. It’s the relationship between two parties, where one entity has the right to act and make important decisions on behalf of the other party. In the real estate industry, the agent and their client are in a fiduciary relationship. The two parties enter into a signed agreement in which the client puts their trust in the agent and the agent works in the client’s best interest.
Sterling Caporale is a serial Entrepreneur on a mission to teach others the skills to improve their business and personal lives. If this video helped, the best way to repay me is to subscribe, like, comment, or share with someone who might benefit.
I post videos regularly so I hope you’ll subscribe: https://www.youtube.com/channel/UC268FeYtzLn6y1kTsjCk77w?sub_confirmation=1
▶ Connect on other platforms:
LinkedIn - https://www.linkedin.com/in/stevensterlingcaporale/
Instagram - https://www.instagram.com/sterlingcaporale
Website - https://www.ninthambition.com
https://wn.com/What_Is_A_Fiduciary_And_What_Do_They_Do
Thanks for visiting the channel!
What Is A Fiduciary And What Do They Do? Let's explain what a "Fiduciary" is. By simple definition, a fiduciary relationship applies to any situation in which a person places “Confidence” and “Trust” in someone else. Some examples are a doctor to a patient, a lawyer to a client, or a corporation to its shareholders. It’s the relationship between two parties, where one entity has the right to act and make important decisions on behalf of the other party. In the real estate industry, the agent and their client are in a fiduciary relationship. The two parties enter into a signed agreement in which the client puts their trust in the agent and the agent works in the client’s best interest.
Sterling Caporale is a serial Entrepreneur on a mission to teach others the skills to improve their business and personal lives. If this video helped, the best way to repay me is to subscribe, like, comment, or share with someone who might benefit.
I post videos regularly so I hope you’ll subscribe: https://www.youtube.com/channel/UC268FeYtzLn6y1kTsjCk77w?sub_confirmation=1
▶ Connect on other platforms:
LinkedIn - https://www.linkedin.com/in/stevensterlingcaporale/
Instagram - https://www.instagram.com/sterlingcaporale
Website - https://www.ninthambition.com
- published: 26 Apr 2023
- views: 1036
4:17
What is a Fiduciary?
In this video you will learn what is a fiduciary? This is an important thing to learn about regarding finance management. Today we discuss what you need to know...
In this video you will learn what is a fiduciary? This is an important thing to learn about regarding finance management. Today we discuss what you need to know about a fiduciary.
This is not financial advice, but for educational purposes only.
Subscribe: https://www.youtube.com/channel/UCyTQzbZIvVWwrkUiz8JBYGQ
#fiduciaryfinancialadvisor
#finances
#retirementplanning
https://wn.com/What_Is_A_Fiduciary
In this video you will learn what is a fiduciary? This is an important thing to learn about regarding finance management. Today we discuss what you need to know about a fiduciary.
This is not financial advice, but for educational purposes only.
Subscribe: https://www.youtube.com/channel/UCyTQzbZIvVWwrkUiz8JBYGQ
#fiduciaryfinancialadvisor
#finances
#retirementplanning
- published: 07 May 2022
- views: 6932
22:07
What Is Fiduciary Banking? Ft. Ronna Lubash - Episode 7
🎙️Episode 7: What Is Fiduciary Banking?
👨💼With Special Guest: Ronna Lubash
Do you want to secure your financial future? Are you tired of worrying about your ...
🎙️Episode 7: What Is Fiduciary Banking?
👨💼With Special Guest: Ronna Lubash
Do you want to secure your financial future? Are you tired of worrying about your investments and assets? Fiduciary banking could be the solution you've been searching for.
Our new video explores the world of fiduciary banking, where financial institutions are legally obligated to act in your best interest. This means they're not just looking out for their own profits, but yours too.
Our experts break down the benefits of fiduciary banking and how it can help you achieve your financial goals. From managing your investments to estate planning, fiduciary banking can give you peace of mind knowing your financial future is in trustworthy hands.
But don't just take our word for it, hear from real clients who have seen the benefits of fiduciary banking first-hand. Our video features testimonials from satisfied customers who have experienced the security and peace of mind that comes with fiduciary banking.
So, if you're ready to take control of your financial future, check out our video on fiduciary banking today. Don't wait, start building your wealth with confidence and security.
ABOUT OUR GUEST:
Ronna Lubash has served the Business Banking community for 33 years, and joined Manufacturers Bank’s Trust and Estate Banking Program in 2019. Her expertise is in Private Banking and she has extensive knowledge working with attorneys and other professionals. She is recognized for her ability to review and analyze legal and court documents to open various types of accounts (i.e., Trusts, Estates, Conservatorships, Guardianships, Court Order Blocked, Special Needs, IOLTAs, Joint Bond Agreements, Medi-Cal Gift, and VA accounts). Ronna works very closely with her clients and takes the time to listen and understand their banking needs. She focuses on finding the right solution while delivering exceptional service. Her top-level experience, skill, and knowledge makes her a trusted advisor you can depend on. Our Trust and Estate Program will accommodate multiple trustees, conservators, administrators, 2-signatures required and signers who may be out-of-state. Ronna’s market covers the West San Fernando and Conejo Valleys.
Find out all about fiduciary banking on this episode of the Probate Realtor Show!
#TheProbateRealtorShow
#probaterealtor
#losangelesprobaterealestateagent
🗣️Notable Quotes:
"If 2 signatures are required in an account, we set it up to post credits only. Anyone can deposit at anytime, wires coming in, deposits go through, and every cheque that’s written kicks it out of the system"
📇Connecting with Ronna:
LinkedIn: https://www.linkedin.com/in/ronna-lubash-53735264/
Website: https://www.manufacturersbank.com/Ronna-Lubash
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
https://wn.com/What_Is_Fiduciary_Banking_Ft._Ronna_Lubash_Episode_7
🎙️Episode 7: What Is Fiduciary Banking?
👨💼With Special Guest: Ronna Lubash
Do you want to secure your financial future? Are you tired of worrying about your investments and assets? Fiduciary banking could be the solution you've been searching for.
Our new video explores the world of fiduciary banking, where financial institutions are legally obligated to act in your best interest. This means they're not just looking out for their own profits, but yours too.
Our experts break down the benefits of fiduciary banking and how it can help you achieve your financial goals. From managing your investments to estate planning, fiduciary banking can give you peace of mind knowing your financial future is in trustworthy hands.
But don't just take our word for it, hear from real clients who have seen the benefits of fiduciary banking first-hand. Our video features testimonials from satisfied customers who have experienced the security and peace of mind that comes with fiduciary banking.
So, if you're ready to take control of your financial future, check out our video on fiduciary banking today. Don't wait, start building your wealth with confidence and security.
ABOUT OUR GUEST:
Ronna Lubash has served the Business Banking community for 33 years, and joined Manufacturers Bank’s Trust and Estate Banking Program in 2019. Her expertise is in Private Banking and she has extensive knowledge working with attorneys and other professionals. She is recognized for her ability to review and analyze legal and court documents to open various types of accounts (i.e., Trusts, Estates, Conservatorships, Guardianships, Court Order Blocked, Special Needs, IOLTAs, Joint Bond Agreements, Medi-Cal Gift, and VA accounts). Ronna works very closely with her clients and takes the time to listen and understand their banking needs. She focuses on finding the right solution while delivering exceptional service. Her top-level experience, skill, and knowledge makes her a trusted advisor you can depend on. Our Trust and Estate Program will accommodate multiple trustees, conservators, administrators, 2-signatures required and signers who may be out-of-state. Ronna’s market covers the West San Fernando and Conejo Valleys.
Find out all about fiduciary banking on this episode of the Probate Realtor Show!
#TheProbateRealtorShow
#probaterealtor
#losangelesprobaterealestateagent
🗣️Notable Quotes:
"If 2 signatures are required in an account, we set it up to post credits only. Anyone can deposit at anytime, wires coming in, deposits go through, and every cheque that’s written kicks it out of the system"
📇Connecting with Ronna:
LinkedIn: https://www.linkedin.com/in/ronna-lubash-53735264/
Website: https://www.manufacturersbank.com/Ronna-Lubash
📻More Ways to Listen:
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://www.probaterealtor.la/
DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.
- published: 01 Mar 2023
- views: 44