Certification Financial Advice License Sales 
Sara Grillo
AUGUST 14, 2023
I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?
International College of Financial Planning
SEPTEMBER 3, 2021
Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Sara Grillo
APRIL 10, 2023
Wright argues that we could diminish any asset that way, even stock certificates. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Gold has transaction value. All value is relative.
Sara Grillo
SEPTEMBER 12, 2022
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.
Good Financial Cents
APRIL 19, 2023
Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. License Your Music 13. Roofstock is a marketplace of turnkey single-family homes for sale. At first, I’m earning no money, and my effort is very high. Start A Blog 9.
Expert insights. Personalized for you.
52 
Let's personalize your content