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Advice-only financial planners are stealing the show!

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’s up with these “advice-only financial planners?”

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