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., Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. For advise on such matters, contact a legal or compliance advisor.

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Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 12, 2022

The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. Certified Financial Planner Board of Standards, Inc.

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CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

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.

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CFP Financial Advisor Financial Planner Ethics 59