Disclosure

About this platform

Built for Advice is an industry-facing podcast and media platform created for general discussion, education, and commentary around the operations, culture, strategy, growth, and structural realities of financial advisory firms.

Informational and educational only

The content published on this website, podcast, related pages, emails, social media channels, or other media is for general informational and educational purposes only. It should not be construed as financial advice, investment advice, legal advice, tax advice, compliance advice, regulatory advice, business advice specific to any individual firm, or a recommendation to buy, sell, hold, use, avoid, or implement any financial product, service, platform, vendor, strategy, or business arrangement.

Built for Advice does not provide financial planning, investment management, tax, legal, compliance, regulatory, or advisory services through this website or podcast.

Views of hosts, guests, and contributors

Any views expressed by hosts, guests, contributors, or third parties are their own and may not reflect the views of any affiliated firms, employers, platforms, partners, clients, or organizations.

Guests, contributors, and collaborators may discuss their own professional experience, businesses, services, opinions, or industry observations. Their participation does not constitute an endorsement, recommendation, verification, or approval by Built for Advice unless expressly stated.

Industry discussion is not individualized advice

References to advisory firms, financial services businesses, operations, platforms, growth strategies, recruiting, outsourcing, virtual assistance, cross-border business models, compliance topics, or industry practices are intended for general industry discussion only. They do not constitute individualized professional advice or guidance for any specific person, firm, client, advisor, or business.

Separate professional services

Professional services offered separately by Janice Diaz, Romaine Howard, Vestry International, The IFA VA, WealthMarketing.Agency, or any affiliated business are not provided through Built for Advice unless expressly agreed in a separate written agreement with the appropriate party.

Inquiries do not create a professional relationship

Submitting a contact form, guest inquiry, collaboration inquiry, or professional services inquiry through this website does not create a client relationship, advisory relationship, consulting engagement, fiduciary relationship, confidentiality obligation, or professional services agreement with Built for Advice, Janice Diaz, Romaine Howard, or any affiliated business.

Third-party references

Built for Advice may reference third-party firms, platforms, tools, service providers, publications, or industry resources. Such references are provided for discussion or informational purposes only and should not be interpreted as endorsements or recommendations.

Consult qualified professionals

Listeners, viewers, readers, and site visitors should consult qualified professionals for advice specific to their own business, legal, regulatory, tax, financial, compliance, operational, or investment circumstances.

Updates

Built for Advice reserves the right to update this disclosure at any time.