eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Those seeking professional advice may do so by consulting with a professional advisor.

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CFP Fiduciary Duty Financial Advice Education 62

Sara Grillo

NOVEMBER 8, 2022

Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! Please view my Code of Ethics here (insert hyperlink). We do not receive any compensation in connection with the management of your account other than this fee.

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Compliance Financial Advice Wealth Management Ethics 52

Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. For example, are there account opening or closing fees charged by the custodian?

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Accounting 52

Good Financial Cents

APRIL 19, 2023

The first step is to build a small savings account that you can use later. On the other hand, if I open an investing account today, that takes some effort. But as that account grows and I check it four times a year, my returns go up, and my effort goes down. Open a high-interest savings account and park even $100 dollars in it.

Accounting 106

Accounting Investing Investments Media 106

International College of Financial Planning

JULY 10, 2023

Account Manager: An account manager is directly involved in maintaining and nurturing client relationships. Account managers act as clients’ primary point of contact, addressing their inquiries, resolving issues, and providing exceptional customer service.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Midstream Marketing

APRIL 14, 2025

Sites like Facebook, LinkedIn, and Twitter allow advisors to share valuable content, engage with followers, and show their expertise in the financial industry. When financial advisors share helpful articles, blog posts, and videos on social media, they can show their knowledge and give good financial advice.

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Financial Advisor Media Clients Financial Guidance 52

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled!

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

The Big Picture

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: That’s more counseling than it is financial advice. Do it my way.

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Accounting Numbers Budgeting Financial Counseling 130

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. It can allow you to save more.

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Retirement Portfolio Investing Investments 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

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Financial Advisor Financial Planner Certified Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Inside Information

OCTOBER 29, 2023

Doctors, CPAs and (to some extent) lawyers have this built into their codes of ethics and professional DNA—and why should advisors be any different? If you’re looking for sound financial advice on any important topic, come in and let us see if we can help you. If we can’t, we’ll tell you, and help you find someone who can.

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Sales Ethics Fee Only Financial Advice 40

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

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Financial Advisor Clients Ethics Numbers 69

International College of Financial Planning

SEPTEMBER 3, 2021

Most advisors that work with commission-based income will need an individual retirement account (IRA). In the field of financial advice, a value proposition can be clearly identified. Accountability. Planning is the key to achieving your financial goals. That’s why we are building robust advisors of the future.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

JANUARY 9, 2023

in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

MARCH 13, 2023

According to Bak, assets don’t care about the ethics of their investors. 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.

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Financial Advisor Assets License Management 59

Midstream Marketing

NOVEMBER 6, 2024

You can check how your posts perform and handle several social media accounts in one spot. It will also help you grow steadily while staying true to ethical standards. Navigating Compliance and Regulations While Standing Out in a Competitive Market In the financial services industry, it is crucial to follow rules and regulations.

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Financial Advisor Marketing Marketing Media 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?

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Clients Investing Investments Management 162

WiserAdvisor

NOVEMBER 21, 2022

One only earns the title of a CFP after years of rigorously studying, completing multiple standardized tests, gathering years of experience in the industry, and having a strong grasp of ethics. Every Certified Financial Planner must hold a bachelor’s degree or higher from an accredited college or university under the U.S.

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Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

NOVEMBER 14, 2022

Investments savings account type annuities are not designed to withstand the stresses of life that households go through. Some are market-based, the level of interest credited to the account can vary. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.

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Insurance Retirement License Financial Advisor 59

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now.

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

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CFP Financial Planner Ethics Financial Planning 80

Don Connelly & Associates

MARCH 31, 2025

The good news is financial advisors are once again viewed as the most trusted source of financial advice, with nearly two-thirds of retail investors expressing a high level of trust. The bad news is that it takes just one ethical lapse, intentional or not, to erase that hard-earned goodwill.

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Ethics Compliance Financial Advisor Financial Advice 52