5-things-people-get-wrong-about-fee-for-service Blog Related Topics 
Sara Grillo
OCTOBER 31, 2022
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Don’t go about this decision without doing your research, people!
Steve Sanduski
APRIL 22, 2023
There are several components that affect the growth of a fee-based advisory business. A portion of these lost assets are often offset by existing clients adding new money so now we’re down to about 2 – 4% of new revenue needed to reach breakeven. And that’s great. You should do that. Permeate your purpose.
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Random Roger's Retirement Planning
JANUARY 6, 2024
Christine Benz from Morningstar Tweeted out an observation about "so many people," presumably advisors and other intermediaries, making investing more difficult than it needs to be. Whatever form of investing someone wants to do, it is important to understand the drawbacks to avoid getting blindsided when those drawbacks hit.
Clever Girl Finance
JANUARY 5, 2023
What if I told you the hardest part of getting a discount is asking for one? And I was scared of how the salesperson would perceive me, so I would leave without ever asking about the options. I’m here to help you get over it, too, and learn how to buy the things you want for a lower cost. It’s all about your attitude .
Good Financial Cents
JANUARY 13, 2023
Even if you overcame financial issues caused by the pandemic, the last few years have made it difficult to “get ahead.” I’m talking about all the different ways one can earn money in the very short term, say, one hour. That said, there’s another way to make ends meet that everyone can try. Rent Out Your Car.
Sara Grillo
APRIL 11, 2022
We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Jon Luskin.
Sara Grillo
MAY 8, 2023
Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. The insurance company makes 5% on their general account. Now it’s at $120.
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