advisor-blog 5-investment-management-options-to-consider-when-launching-your-ria 
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! Should advisors be required to disclose fees in dollars each year and/or each time a product is sold? What obligation do advisors have, if any, to explain to clients the different fee models available to them?
Sara Grillo
MAY 23, 2022
For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” What’s up with these “advice-only financial planners?”
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