Sara Grillo

DECEMBER 22, 2023

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 wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Crypto in the News. Crypto Investing Deserves Special Consideration.

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CFP Fiduciary Duty Financial Advice Financial Advisor 62

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.

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Financial Advice Financial Advisor Communication Consulting 59

International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

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Financial Advisor Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients. Excellent analytical and problem-solving skills to help clients achieve their financial goals.

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Wealth Management Management Risk Management Ethics 52

Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Lazetta believes that solid financial advice is not just for the 1%.

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Financial Advisor CFP Financial Services Education 116

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. This is super important for anyone looking to pick a good financial advisor.

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Financial Advisor Commission Clients Compliance 110

Inside Information

OCTOBER 29, 2023

The statement that seemed to surprise the other panelists is that every fiduciary advisor has an obligation (yes, an obligation) to market yourself aggressively, so that those consumers wandering into the herd have at least a chance in hell of finding you. If we can’t, we’ll tell you, and help you find someone who can.

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Sales Ethics Fee Only Financial Advice 40

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. They are the opposite of value stocks.

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Retirement Portfolio Investing Investments 52

Sara Grillo

NOVEMBER 8, 2022

Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! Flat fee advisor marketing resource page. Advice only planner one page tearsheet. Please view my Code of Ethics here (insert hyperlink).

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Compliance Wealth Management Financial Advice Ethics 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

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Financial Advisor Accounting License Financial Planning 52

Sara Grillo

MARCH 13, 2023

For those of you who are new to my blog, 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.” Are we in a market regime shift? from the seller.

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Financial Advisor Assets Management License 59

Sara Grillo

JUNE 2, 2022

This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. What about ethics?

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Financial Advisor Clients Ethics Numbers 69

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. You get a scholarship in high school, you put it in the stock market, and immediately lose half. SETHI: And all these this media about how the stock market was going up 15 percent a week. So, you start the blog in 2004, more or less.

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Accounting Numbers Budgeting Financial Counseling 130

Sara Grillo

NOVEMBER 14, 2022

For those of you who are new to my blog, 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.” So please subscribe! Are commissions bad? Salaske agrees.

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Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

For those of you who are new to my blog, 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.” . Scott will be on the “against” team. Salaske: Right, now.

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CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. The initial downtime you put into passive income can be as involved as starting a blog or as simple as logging into a robo-advisor platform and investing $100. Buy a Blog 7.

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