Assets, Financial Consultant, Financial Services and Retail

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

DECEMBER 12, 2022

What is the value of the services provided, and how is this determined? This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. See you in the next one! Participant Bios. Michael Pinkans.

Financial Advisor

Financial Advisor Commission Clients Insurance

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Wright says, if we are going to asset that the CFP Board and marks are bad, we should ask the question, “bad compared to what?”

CFP

CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Should you cancel your CFP designation?

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