Remove Certified Financial Planner Remove Commission Remove Financial Market Remove License
article thumbnail

How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

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.

article thumbnail

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! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Who cares?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

Sara Grillo

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80
article thumbnail

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

Sara Grillo

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

CFP 59