9-must-haves-for-your-financial-advisor-website-to-attract-prospects-and-clients 
Sara Grillo
MAY 8, 2023
Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. For those of you who are new to my blog, my name is Sara.
Sara Grillo
SEPTEMBER 12, 2022
Is it time to say “FU” to your CFP designation? The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.
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