5-common-sales-mistakes-to-avoid-as-a-financial-advisor Blog Related Topics 
Clever Girl Finance
APRIL 29, 2024
When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. What is the best financial decision? Can you relate?
Good Financial Cents
AUGUST 5, 2023
Depending on your current financial situation, and the intensity of your effort, you can reach millionaire status in anywhere from a few years to two or three decades. Use Your Employer Sponsored Retirement Plan for All it’s Worth 5. Avoid “Lifestyle Inflation” 10. After all, if at least 22 million people can do it, so can you.
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Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” What’s up with these “advice-only financial planners?”
Good Financial Cents
JULY 11, 2022
My Multi-Level Marketing Mistake. If you’re unsure what multi-level marketing is, it’s a term used to describe any business model that rewards people for sales and recruiting others to work beneath them. Think essential oils, AdvoCare, beach body, and all the other annoying sales pitches that clog your Facebook feed.
The Big Picture
OCTOBER 31, 2022
BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, oh, how much fun was this? I am just a fan of both of these guys. I have interviewed Professor Siegel several times. So if you hear his audio cut in and out, he’s all but spinning in circles. And they have some fascinating things to say. So I can do San Diego at 9:00 a.m.
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