Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Clever Girl Finance

JULY 16, 2023

Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? You can learn about the stock market, bonds, budgeting, retirement planning, and saving. The list is endless.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? You can learn about the stock market, bonds, budgeting, retirement planning, and saving. The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. – Josh Gonzalez, CFP Wright: This happens in pharma as well.

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Investing Investments CFP Financial Advisor 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. Click to compare vetted advisors now.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. For example, in Cody’s ADV you will see that he has no discretion over any client investments.

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Financial Planner CFP Financial Planning Education 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. Jon Luskin, CFP. Measure Twice Financial.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

NOVEMBER 14, 2022

Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. With annuities now being able to be offered in 401k plans, the playing field has changed. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Salaske agrees.

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Insurance Financial Advisor Retirement License 59

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Elgon Financial Advisors www.elgonfa.com Avg account size: $30,000.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

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. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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CFP Financial Planner Ethics Financial Planning 80