Sara Grillo

JULY 10, 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.” And now onto the blog! Commit to a schedule.

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary). If we can’t, we’ll tell you, and help you find someone who can.

Sales 40

Sales Ethics Fee Only Financial Advice 40

Sara Grillo

AUGUST 14, 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.” Why is the fiduciary standard important in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Your Richest Life

APRIL 19, 2022

Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . If you have a long commute or a huge pile of laundry to fold, you have an opportunity to improve your financial literacy. Most of the topics cover investment strategies, market behavior and the economy.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

International College of Financial Planning

AUGUST 2, 2021

There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Fee-only advisors need to be registered with SEBI certified financial advisors (Securities and Exchange Board of India) as an RIA (Registered Investment Advisor). CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Inside Information

SEPTEMBER 28, 2021

I’ve written elsewhere that the entire rationale for the 1940 Act was to protect the public—and the reputations of consumer-focused advisors—from the marketing encroachments of the financial sales industry. To understand how, we need to back up a bit.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

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

OCTOBER 30, 2021

Bigger picture, Rostad is troubled by the CFP Board’s ongoing marketing campaign, which either implies or outright tells the public that they can totally trust any CFP they run across to act in their best interests at all times. So what should the CFP Board do about this? “I

CFP 40

CFP Commission Education Investing 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

APRIL 11, 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 weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Sara’s upshot on hourly financial advisors.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

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?

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.” . Scott will be on the “against” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59