Trone/Hannah: 2018 Fiduciary Advisor Behavioral Governance Scores

3ethos co-founders Don Trone and Dr. Sean Hannah published an article for iris.xyz on the difference between Advisers and Advisors.

"In 2018, were fiduciaries better at planning, or at implementing? Did fiduciaries demonstrate a greater capacity for character and accountability (driving procedural justice and moral and ethical decision-making), or for situational awareness and adaptability (driving social astuteness)?

To begin to ask such questions, this past year 3ethos released the industry’s first psychometric-based instrument to assess behavioral governance – the study of the interrelationships between leadership, stewardship and governance (fiduciary)."

Continue reading the article at iris.xyz.

#iris #dontrone #behavioralgovernance #governance #stewardship #seanhannah #leadership

Trone: Everything You Know About Fiduciary Is Wrong (Audio)

3ethos CEO Don Trone spoke to Top Advisor Marketing's podcast after speaking at the MarketCounsel Summit conference and gave an interview that all investors and financial advisors need to here about what it really means to be a fiduciary, and how financial associations are getting it wrong.

To hear the podcast at Iris, please click here.

#fiduciary #cfpboard #audio #behavioralgovernance #iris