The legal fiduciary standard is only the beginning of what clients truly need from a great financial advisor.
Inspired by the principles explored in the Mister Fiduciary blog, this session invites Garrett advisors to
elevate their professional identity by exceeding the legal standard and embracing higher ethical and moral
fiduciary duties.
We will explore the differences between legal, ethical, and moral fiduciary obligations; discuss how these
levels influence the client experience; and outline a set of daily professional behaviors that strengthen
trust, decision-making, and advisor integrity. Garrett advisors, who already emphasize client-first, non-
product-driven advice, are uniquely positioned to lead the financial planning profession in this aspirational
direction. This session offers frameworks and examples to help advisors internalize and operationalize the
“Mister Fiduciary Mindset.”