The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. What exactly does it do, and what sort of clients and customers are you working with? How does Vanguard operate and not advertise, not pay shelf space?

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner? Option rate securities were… 0:14:54.9 So it’s very difficult to do that.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.

Accounting 105

Accounting Investing Investments Media 105