Jessica McNichol 3/30/25 Jessica McNichol 3/30/25

The Overweight Doctor Principle

Would you trust a doctor who doesn’t follow their own health advice? The same applies to financial advisors. The “Overweight Doctor Principle” is about ensuring your advisor practices what they preach—recommending strategies they personally believe in and use when appropriate. Fiduciary responsibility is more than just a standard; it’s about trust. Is your advisor living by the same financial principles they’re giving you?

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