Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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Insurance Financial Planner Fee Only Financial Advisor 98

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. When choosing a financial advisor, consider their costs and whether they earn commissions on products they recommend.

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Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Your Richest Life

JULY 15, 2022

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

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Financial Planner Fee Only CFP Clients 105

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Chris Shoup [link] Georgia David E. I also provide one-time retirement plans for DIY investors.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Walkner Condon Financial Advisors

AUGUST 5, 2022

Jonathon Jordan, CFP®, CEPA. Financial Advisor, PARTNER. Jonathon Jordan is a Certified Financial Planner ™ and Certified Exit Planning Advisor at Walkner Condon Financial Advisors. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

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Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline.

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Certified Financial Planner Financial Advisor Wealth Management Consulting 130

FMG

SEPTEMBER 29, 2023

So someone checking out financial advisors who don’t know much will see accolades and features and just go ahead and assume that they are a very well-known firm with a wealth of information. Additionally, writers and journalists are very busy people, just like financial advisors.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

So, if someone is checking out financial advisors, but doesn’t know that much yet, they will see all of these accolades and features and just go ahead and assume that they are a very well-known firm with a wealth of information. Additionally, writers and journalists are very busy people, just like financial advisors.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 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. What’s up with these “advice-only financial planners?” What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What inspired you to look for help with your marketing?

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Certified Financial Planner CFP Financial Planning Fee Only 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?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. By working with a CFP, one can be confident in their recommendations and strategies.

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Portfolio Certified Financial Planner Investing Investments 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