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. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

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International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do? Financial Advisors wear different hats depending upon the industry they are in. CFP ( Certified Financial Planner ).

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Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? 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? How to know Hiring a financial advisor can be costly.

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Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? 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? How to know Hiring a financial advisor can be costly.

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Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. We’ll cover: What does it mean for financial planning to be transparent?

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Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” 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.

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Inside Information

OCTOBER 30, 2021

Finally, Rostad has some thoughts about the CFP Board, which has inserted the fiduciary concept into its standards of practice. “I fear,” he says, “that it is being run more like a political party as opposed to a professional organization.”. “A That CFP advisors, all of them, represent a higher standard of behavior in the marketplace.

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Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). What are the drawbacks of charging an hourly fee for financial advice?

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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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