International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. And now let’s get onto the blog!

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

XY Planning Network

AUGUST 18, 2023

Why are some people better at marketing than others? And how can you be one of those people who's a cut above the rest? The bad news is there's no magic recipe to become a master marketer.

Financial Advisor 87

Financial Advisor Marketing Marketing Fee Only 87

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.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Tax and insurance advice was also somewhat constrained. We’ve built our business on a hybrid model of fixed financial planning fees and lower-cost AUM.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Sara Grillo

MAY 24, 2024

Financial advisor fees can be reduced – here are some ways. But before we get to the blog… 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.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Sara Grillo

JANUARY 9, 2023

What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread. What should financial advisors do? The move to financial planning transparency is aflame! There is an emphasis on logical and clear disclosure of services and their related fees.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

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. I am a CFA® charterholder and financial advisor marketing consultant.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Inside Information

SEPTEMBER 28, 2021

Suddenly every broker was calling him/herself a financial advisor, and appropriating the trust that real advisors had been building with the public. (Is ‘stealing’ a better way to describe it than ‘appropriating?’) . (Does any of this sound familiar about today’s marketplace?). The point here is what’s in the middle.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

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. For those of you who are new to my blog/podcast, my name is Sara. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). For those of you who are new to my blog, my name is Sara. Is selling annuities to them the answer?

Insurance 59

Insurance Financial Advisor Retirement License 59

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.” . Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59