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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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Should you cancel your CFP designation?

Sara Grillo

Salaske adds that every time the CFP fees go up, on social media there is a big outcry but they still renew because they are using it for marketing purposes. #6 This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Accountant-Lawyer Alliance. City: Washington, DC.

CFP 80
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

If you are a financial planner and you’d like to learn how to communicate better… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. I hope you’ll at least join my newsletter about financial advisor lead generation. Thanks for reading.

CFP 59