The Big Picture

MAY 20, 2025

And, and if you want more details, there’s a book called To Stop a warlord that Shannon Davis wrote. And so there’s a book that goes into a lot of detail on that, but people think there’s not a way to measure it. When most people hear value, they immediately think, you know, low pe, low price to book ratio.

Management 130

Management Numbers Transportation Accounting 130

Sara Grillo

DECEMBER 22, 2023

Many of these are awards they paid for, or that they got by being active and visible on social media or having a certain size book of business. Ethical actions Low cost advisors Flat fee advisors Advisors for small accounts Advice only planners Hourly planners I can’t say it enough – you have to do your own research. Check it out.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Sara Grillo

MAY 24, 2024

I’m writing a book about how to find a financial advisor who won’t ruin your life. Ethical actions Low cost advisors Flat fee advisors Advisors for small accounts Advice only planners Hourly planners I can’t say it enough – you have to do your own research. Read about the six core fiduciary duties.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Accounting 52

The Big Picture

JULY 4, 2023

I kind of feel like, you know — RITHOLTZ: Can you talk at school or — WEINSTEIN: You have to wait for the book. We love, but at the end of the day, They have a fiduciary duty to their LPs to hire the best person. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results.

Recruitment 147

Recruitment Management Numbers Banking 147

Sara Grillo

JUNE 12, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. SARA GRILLO: So who is the best interest in upon the insurance agent selling the policy or the fiduciary financial advisor that’s helping the client by the policy.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

NOVEMBER 14, 2022

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? December 12 th , 2023.

Insurance 59

Insurance Retirement License Financial Advisor 59