Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. I really don’t.” – Derek Robinett. Matt Pruitt, CFP®, CFA®.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Clever Girl Finance

AUGUST 2, 2023

Most of these require a bit of startup capital, so your first step will be building up some savings through a saving game or budgeting. You can also make a YouTube channel or other social media accounts to create more content related to your website. You can begin with any of these using Robo-advisors or an investment advisor.

Accounting 62

Accounting Advertising Taxes License 62

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8. License Your Music 13. Become A Social Media Influencer Semi-Passive Side Hustles 15. Robo-advisors like Betterment allow you to set your willingness for risk, then sit back and let the income flow. Start A Blog 9.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 157

Compliance Clients Wealth Management Management 157