Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. We specialize in financial planning for an IPO, acquisition, or sale of a private business.

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Taxes Wealth Management Tax Planning Assets 73

Sara Grillo

SEPTEMBER 26, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

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CFP Financial Advisor Financial Planner Ethics 59