5 Signs You’re Working with a Broker, Not a Fiduciary”

Welcome to another episode of Wisdom to Wealth, where experience meets strategy to help you make smarter money moves. I’m Drew Stevens founder of Wisdom to Wealth, a fiduciary, speaker, and author with over 40 years of Wall Street wisdom under my belt. Today, we’re diving deep into a topic that could quietly undermine your financial future: Are you working with a broker—or a true fiduciary? The difference matters more than most people realize. In this episode, I’ll walk you through the five telltale signs that your “advisor” may actually be a broker with hidden agendas. We’ll talk facts, real-life examples, and what to do next to protect your assets, your income, and your legacy. If you care about transparency and financial integrity, you can’t afford to miss this. Let’s uncover the truth—together.

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