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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Do you agree?

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How Women Can Reduce Anxiety by Making Smarter Money Moves!

Envision Wealth Planning

Upon speaking about her book Lumination: Shining a Light on a Woman’s Journey to Financial Wellness , author Heather Ettinger noted that many women are stuck in the “Fear Zone” when it comes to retirement planning. Kathleen Connors, Women’s Financial Advisor.

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How women can benefit from better financial planning to get financial stress relief!

Envision Wealth Planning

Causes of financial stress. In his 2020 blog post, Jim Yih, a Canadian Financial Advisor highlighted seven causes in his blog post, 7 Causes of Financial Stress: High debt levels. Real estate won’t be our financial savior. A good financial stress reliever. Kathleen Connors, Women’s Financial Advisor.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Salaske: What is an investment advisor?

CFP
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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • Revenge of the Founders : A Generational Struggle on Wall Street The abrupt departure of Kewsong Lee as Carlyle Group’s chief executive followed conflicts over how to run the financial firm. ( Law firms are stoked. ( New York Times ). • Is this chart going up or down?

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Should you cancel your CFP designation?

Sara Grillo

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. I am a CFA® charterholder and financial advisor marketing consultant. Verify a CFP® Professional, Financial Advisor U4’s.

CFP