advisor-blog when-to-say-no-as-an-advisor-why-a-no-opens-the-door-to-a-better-yes 
The Big Picture
JUNE 6, 2023
All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say? . ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say? The transcript from this week’s, Ramit Sethi on Living Richly , is below.
Sara Grillo
JUNE 12, 2023
When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. So please subscribe!
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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?”
Sara Grillo
JUNE 20, 2022
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. Why do so many EJ reps fail?
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. For those of you who are new to my blog/podcast, my name is Sara. Listen to this show.
Good Financial Cents
APRIL 19, 2023
Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. “Making money while you sleep” has a nice ring to it, doesn’t it?
The Big Picture
NOVEMBER 15, 2022
I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. Why don’t you speak to him? Let’s start in the 1990s when you were at Barclays, which eventually becomes BlackRock iShares. His name is Dave Nadig.
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