Walkner Condon Financial Advisors

JUNE 2, 2023

According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field. In order to share this opportunity with other women, we need to take into account how those newer to the financial services profession are mentored.

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Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

NOVEMBER 9, 2022

As wealth begins to change hands, there will be new expectations for the financial planning industry —new service areas to explore and new client expectations to exceed. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning. R eligion.

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Financial Planning Planning Certified Financial Planner Financial Planner 78

Sara Grillo

DECEMBER 12, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is a special emphasis on clear disclosure of services and their related fees.

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Financial Advisor Commission Clients Insurance 52

Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. 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. Lee holds a Ph.D.

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Investing Investments CFP Financial Advisor 52

The Big Picture

MAY 7, 2024

And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. Moms would ping her every day about financial advice.

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Startup Advertising Engineering Numbers 139

WiserAdvisor

JULY 24, 2022

Tax-loss harvesting is a strategy that uses your investment losses incurred in a financial year to reduce the tax on your investment gains earned in the same year. High-net-worth financial advice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 12, 2022

Grillo rebuts back that when she hears middle to low-income people on the playground talking about how great it was that a CFP® professional came into their work and did a free community presentation, she’ll feel Keller’s salary is justified. #11 Nothing in this podcast or blog can be interpreted as legal or compliance advice.

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