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Transcript: Tom Rampulla

The Big Picture

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. We were able to buy advertising really cheap.

Clients 286
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This $1.7BB RIA firm converted from AUM to flat fee and never looked back!

Sara Grillo

These offers are limited to the services advertised in the promotions contained on this page. Avier Wealth Advisors is not currently a client of Sara Grillo in any way at the time of publishing of this material. There is a special emphasis on clear disclosure of services and their related fees.

Clients 59
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

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? Salaske: What is an investment advisor?

CFP 59