WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. Making informed decisions about your money requires careful analysis, expertise, and a comprehensive understanding of the financial landscape. This would cost you a lot less than paying a percentage of your entire portfolio.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 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. Here are some good ones to get you started: Investing and financial planning.

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Budgeting Financial Planner CFP Financial Planning 52

Inside Information

FEBRUARY 27, 2023

You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, 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. I am an irreverent and fun marketing consultant for financial advisors.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

APRIL 25, 2022

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. I am an irreverent and fun marketing consultant for financial advisors. How’s this for a financial advisor niche?

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

Inside Information

SEPTEMBER 28, 2021

I n case you missed it, the XY Planning Network—Michael Kitces and Alan Moore—have filed two petitions with the SEC, and they’re far more ambitious in what they’re asking for than anything I’ve seen from our trade or professional organizations. Historical precedent. Does any of this sound familiar about today’s marketplace?).

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. What’s up with these “advice-only financial planners?” What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 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.

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Insurance Clients Financial Advisor Accounting 59

Inside Information

OCTOBER 30, 2021

Institute members are planners and planning firms who pledge to adhere to ten practices listed on the organization’s website, who, after attesting, are put on a registry of true fiduciary advisors. ’ Rostad says that revising the language and intent of Reg BI is potentially a 20-30 year lobbying project. Making a difference.

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CFP Commission Investing Investments 40

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.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. 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.”

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. For those of you who are new to my blog, my name is Sara.

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CFP Financial Advisor Financial Planner Ethics 59