Million Dollar Round Table (MDRT)

JUNE 18, 2023

By Sandy Schussel Many advisors come to me after trying everything they can to get their stagnant business growing again. Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results.

Financial Planner 76

Financial Planner License Advertising Investment Advisor 76

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. The advertisements that they produce that says that anyone can call themselves a CFP.

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. License Your Music 13. Advertise with Your Car 22. Robo-advisors like Betterment allow you to set your willingness for risk, then sit back and let the income flow.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 152

Compliance Wealth Management Clients Management 152