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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. “Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.”

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

What we’ve seen in 2022 is that there were a number of hacks. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Wright: It’s still illegal to launder money it’s that the regulators don’t have the capability to intercept.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. 2022, August 1). Public Disclosure Copy.

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Should you cancel your CFP designation?

Sara Grillo

There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Are they getting a raw deal? Robert will be on the “for” team.

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