Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. For those of you who are new to my blog/podcast, my name is Sara. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

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Risk Tolerance Financial Advisor Investing Investments 91

XY Planning Network

AUGUST 18, 2023

Why are some people better at marketing than others? The bad news is there's no magic recipe to become a master marketer. The good news is there are a few habits that set highly successful marketers apart from the mediocre (or just plain bad) ones; better yet, these habits can be learned.

Financial Advisor 86

Financial Advisor Marketing Marketing Fee Only 86

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. I borrowed ideas from a number of other advisors’ websites but wanted them to be functionally as simple as possible. Your firm has a consistently updated section for blogs and other insights.

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Financial Advisor Clients Media Communication 98

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I am an irreverent and fun marketing consultant for financial advisors.

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Insurance Financial Planner Fee Only Financial Advisor 98

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

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. Let’s debate it! Let’s talk about it.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

XY Planning Network

MAY 1, 2023

We champion them on XYPN Radio, tout them when speaking at conferences, and praise them on our blog. In short, it's invaluable to establish and dominate your niche as a financial advisor. CEO and Co-Founder Alan Moore extensively covers the topic of “niching-down” in talks, podcasts, and one of our more popular webinars.

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Financial Advisor Marketing Marketing Fee Only 79

Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. For those of you who are new to my blog/podcast, my name is Sara.

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Financial Advisor Recruitment Insurance Financial Planning 52

Truemind Capital

FEBRUARY 8, 2024

A fee-only financial advisor sets you in the right direction to avoid damage to your financial health. CONNECT WITH TRUEMIND ADVISOR The post Investment Suitability does matter appeared first on Investment Blog. You can write to us at connect@truemindcapital.com or call us at 9999505324.

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Investing Investments Fee Only Consulting 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!

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Financial Planning Accounting Planning Financial Advisor 64

XY Planning Network

OCTOBER 10, 2022

When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one. We’ve been there.

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Marketing Marketing Financial Advisor Portfolio Management 84

XY Planning Network

MARCH 20, 2023

10 MIN READ If you’ve found this blog from a Google search, then you’re in the right place. SEO might be one of the most daunting marketing acronyms you’ll come across. SEO for financial advisors can be even more complex.

Financial Planner 66

Financial Planner Financial Advisor Marketing Marketing 66

Sara Grillo

MAY 9, 2022

For those of you who are new to my blog/podcast, 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.” So please subscribe!

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Portfolio Clients Financial Advisor Taxes 72

Your Richest Life

JULY 15, 2022

The past year has been yet another difficult one, with steep inflation , high interest rates and market volatility. In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. Writing more than 190 blog posts for my own website . Link to new posts).

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Financial Planner Fee Only CFP Clients 105

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency.

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Certified Financial Planner CFP Financial Planning Fee Only 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Check out our blog post HERE to learn more about IRA contribution limits. Check out this blog post to learn your options and the pros and cons of each option. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

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CFP Financial Advisor Fee Only Certification 59

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

Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM. .”

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Certified Financial Planner Financial Planner Fee Only Clients 52

FMG

SEPTEMBER 6, 2023

When trying to stand out from the competition as an advisor, there are different approaches you can take to set yourself apart. It plays a big role in marketing and it can really boost the effectiveness of your marketing strategy. Additionally, writers and journalists are very busy people, just like financial advisors.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Walkner Condon Financial Advisors

MARCH 15, 2023

More difficult would be to replicate the S&P 500 itself, as it is market capitalization weighted. In many cases, these fees could be lower than standard actively managed funds as well as many ETFs. It also may be harder for the “do it yourself” investor to implement, as many of the solutions are offered by financial advisors only.

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Financial Advisor Taxes Asset Allocation Portfolio 52

FMG

FEBRUARY 3, 2023

You not only can see it’s about assisting those that are going through a divorce but seeing the word “finances” immediately in the next line, you can tell that it is a financial advisor. Sheldon & Company because not only are we huge fans of niche marketing, but they pass the 5-second test with flying colors!

Wealth Advisor 52

Wealth Advisor Medical Retirement Fee Only 52

Yardley Wealth Management

JUNE 25, 2020

Only professional financial advisors can access DFA, whereas anyone can access Vanguard’s funds. As a result of the interview, I was quoted in this article, The Quarter of Reckoning at Dimensional Fund Advisors (RIA Intel, May 20, 2020). I thought that the answers to these questions would make a useful blog post.

Wealth Management 52

Wealth Management Estate Planning Portfolio Management 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

XY Planning Network

AUGUST 28, 2023

How do I market myself? While the questions are the same for advisors starting their own RIA, their decisions are as individual as the advisors making them. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use?

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Compliance Financial Planning Planning Management 84

Inside Information

DECEMBER 26, 2023

The paper explains that advisory firms became more valuable simply due to the extraordinary bull market raising their AUM. They might also be surprised to discover that, as the white paper tells us, advisors are spending less time with clients, and playing a much smaller role in their lives. Conclusions?

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Wealth Management Clients Management Numbers 40

XY Planning Network

AUGUST 28, 2023

How do I market myself? While the questions are the same for advisors starting their own RIA, their decisions are as individual as the advisors making them. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use?

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Compliance Financial Planning Planning Management 52

Sara Grillo

MAY 10, 2024

One of my best clients who runs a business just hired another advisor to manage their 401k plan.” ” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. Sara G P.S. Did you sign up for my daily newsletter ?

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Clients License Retirement Planning Financial Advisor 52

XY Planning Network

SEPTEMBER 19, 2022

9 MIN READ. You've made the decision to launch your firm —c ongratulations! You’re on your way to serving the clients you want, in the way you want, while building a business with enough revenue to live the lifestyle you want. That takes courage and commitment.

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Clients Planning Sales Fee Only 92

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. The point here is what’s in the middle.

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Financial Planner Financial Planning Commission Sales 40

FMG

JULY 13, 2022

One of the top questions that we get is, “How can I promote myself as a financial advisor?” The stock market and all its volatility have been on top of everyone’s mind, so sharing any insight into this on social is a great idea. An example of this could be the recent bear market. But with 3.96

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Media Financial Advisor CFP Wealth Management 72

Inside Information

JUNE 28, 2023

This is really none of my business, but I can’t help saying that I hate the new policy at the National Association of Personal Financial Advisors regarding trail commissions. We will have to cheapen the hard, strong language that we’re accustomed to using when we recommend working with a fee-only planner.

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Commission Fee Only Clients Financial Advisor 40

Sara Grillo

MAY 23, 2022

For those of you who are new to my blog/podcast, 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.” 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

International College of Financial Planning

AUGUST 31, 2023

Here are the benefits of diversifying your investment portfolio for your financial goals Reduces Investment Risk: No investment is risk-free, and every investment has the potential for profits and losses. Diversifying investment will minimize the impact of market fluctuations on your portfolio.

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Portfolio Certified Financial Planner Investing Investments 52

Zoe Financial

FEBRUARY 16, 2023

In this blog post, we will explore three charitable giving strategies intended for a tax deduction, minimizing record keeping, and increasing donations to charity. In addition, if itemizing is in their best interest, a donor can deduct the full market value of the security at the time of the gift (up to 30% of AGI).

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Taxes Distribution CFP Accounting 52

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?

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CFP Financial Advisor Financial Planner Ethics 59