Business Planning Communication Financial Advice Financial Planner 
Sara Grillo
MAY 23, 2022
It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. Find out by listening to the show.
The Big Picture
OCTOBER 19, 2022
Just go with your business plan.” Providing advice, if you think about driving investor outcomes, we have great low cost product. And it’s financial advice. I read somewhere that something like 97% of certified financial planners in the state of Pennsylvania work for Vanguard.
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