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. It’s about to get very, very heated so let’s get on to the show! He even pays for certain employees to go through the program.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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. Wright: Well, and to respond to that, if I may.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Advertise with Your Car 22. Most brokerages no longer charge trading commissions which is a huge saving for us! Deliver for Instacart 16. Deliver for Postmates 17.

Accounting 105

Accounting Investing Investments Media 105