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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!

Sara Grillo

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. I was recently featured in a MarketWatch article about how to find a good financial advisor.

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How an Advisor’s Independent Status Affects Your Financial Planning

WiserAdvisor

Their guidance should make your financial journey smoother, not stressful. One big question many people face is whether to go with an independent financial advisor or one tied to a firm. That is not to say that firm-based advisors do not offer valuable financial advice. Matched advisors are all registered with FINRA/SEC.

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What is the cost of a financial advisor?

WiserAdvisor

The value they bring to the table often outweighs the price, leading to improved financial outcomes and peace of mind. Different financial advisors may have varying fee structures, and their range of services can also differ significantly. It is also important to know the potential drawbacks of hiring a fee-only financial advisor.

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Establishing Trust Via Content: Strategies for Financial Advisors

Midstream Marketing

SEO Best Practices for Financial Advisors Optimizing your content for search engines is important. Look for the words potential clients use when they search for financial advice. Create high-quality content that answers specific financial planning needs and challenges. Start by doing keyword research.

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How the SEC Has Strayed From Its Mission

Inside Information

The list of things that would trigger the requirement to register also includes the delivery of a financial plan, holding out as providing advice or holding out in any way (presumably including advertisements) that indicates the offer of holistic financial advisory services. They’re the same, right?

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

If you need help with creating a customized financial plan as per your needs and goals, consider seeking the services of a certified financial planner who can guide you on the same. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. What is a Certified Financial Planner?