FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. It’s important to give back to the community and share information beyond your products and services.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

Sara Grillo

APRIL 21, 2022

I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. Ethics matter in financial advice!

Ethics 52

Ethics Financial Advisor Clients Management 52

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. Ethics matter in financial advice!

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 11, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. For those of you who are new to my blog, my name is Sara.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Are they getting a raw deal? So please subscribe!

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

FEBRUARY 13, 2023

In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. Don’t let your clients get taken!

Investing 72

Investing Investments Clients Portfolio 72