Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.

Clients 167

Clients Financial Advice Financial Planning Fee Only 167

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.

Clients 151

Clients Financial Advice Financial Planning Fee Only 151

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers.

CFP 40

CFP Commission Education Investing 40

Sara Grillo

MARCH 16, 2024

Transparency is the single most powerful force that exists in realm of human communication. Instead of products, the focus here is on people – flat fee, advice only, and hourly advisors and how to refine their service models to benefit their clients more. Hotel details to be announced later. This is about connection.

Financial Advice 52

Financial Advice Financial Advisor Consulting Communication 52

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

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? You could probably build a better communications strategy. HAMBURGER: That was it. RITHOLTZ: Wow.

Compliance 152

Compliance Clients Wealth Management Management 152