In a recent interview with, I was asked to share my thoughts on how adding additional professional designations can help boost an advisor practice. You can read the article here:

Fiduciary designations show professionalism and dedication to lifetime learning. Designations combined with culture allow our firm to place clients first, allow clients to feel safe and improve their outcomes.

Unified Trust believes the main purpose of the fiduciary relationship is to allow clients to be safe and improve their outcomes. This is a heighted relationship of trust and confidence. Congress adopted this definition of “fiduciary” in light of well-established legal principles developed through trust law prior to ERISA. Under these principles, a fiduciary relationship is established only where a heightened relationship of trust and confidence exists between the parties as reflected, among other things, through ongoing, personalized contact.