Advertising Clients Fee Only Financial Advice 
Nerd's Eye View
AUGUST 15, 2022
Working as a financial advisor can be both financially rewarding and emotionally satisfying. 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.
Nerd's Eye View
AUGUST 15, 2022
Working as a financial advisor can be both financially rewarding and emotionally satisfying. 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.
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Inside Information
SEPTEMBER 28, 2021
This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.
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. “A
Sara Grillo
MARCH 16, 2024
The people who come to Immersion are those who are called to the mission of furthering the ideals of: Honesty Integrity Humility Fairness Logic, and Advocacy in all aspects of financial advice, with a special focus on Advice Only , Flat Fee , and Hourly service models. This is about connection.
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.
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? HAMBURGER: So, what I realized is that people were intimidated by law firms. HAMBURGER: That was it.
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