Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. This fiduciary duty is a cornerstone of their practice, providing clients with the confidence that their financial advisor is working solely for them.

Fee Only

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

Financial Advisor

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. It’s a marketing award not a service award and the selection process is very false. Check out this blog I wrote about all the BS financial advisor awards. . #3 Check it out.

Financial Advisor

Sara Grillo

MAY 24, 2024

It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I’m writing a book about how to find a financial advisor who won’t ruin your life. Read about the six core fiduciary duties. And now let’s get on with it!

Financial Advisor

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. 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.

Recruitment

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. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. Life Insurance Illustrations Model Regulation.

Insurance