Lunch & Learn: Fiduciary Excellence Framework: Standards Beyond Legal Obligation
Presented by David Bromelkamp
1:00 PM - 2:00 PMSat
Speakers
David Bromelkamp
Founder
AdvisorSmart
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.”