WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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Certified Financial Planner Financial Planner CFP Financial Planning 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? 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?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? 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?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. Find out by listening to the show.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

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

Sara Grillo

DECEMBER 12, 2022

In the absence of a securities account, what value do you provide to your clients? ” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? A critical question in the debate of financial advisor vs. broker is what is value? Scott Salaske.

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