International College of Financial Planning

AUGUST 2, 2021

The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients. Three Must-Have Traits for Financial Advisor.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Are you looking for a financial advisor?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

JULY 10, 2023

He asked for help and found a support community Right now Thomas is a fee-only fiduciary financial advisor. But when he started out, he was working for a broker-dealer firm that charged commissions. He stumbled across a man named Russ Ford who was a fee-only flat fee advisor, and he liked the message.

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Financial Advisor Media Communication Fee Only 72

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary). If we can’t, we’ll tell you, and help you find someone who can.

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Sales Ethics Fee Only Financial Advice 40

Inside Information

FEBRUARY 27, 2023

The leading tip of the spear was the first fee-only financial planners, who publicly and even defiantly sat on the same side of the table with their clients. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. 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. Client advocacy.

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Financial Planning Planning Financial Planner CFP 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

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Financial Planner Financial Planning Commission Sales 40

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. The issues lie in how IUL policies are shown to clients, in the illustrations.

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Insurance Clients Financial Advisor Accounting 59

Inside Information

OCTOBER 30, 2021

The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.

CFP 40

CFP Commission Education Investing 40

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

JR: The advisors were as much the victims as their clients were, and the brokerage firm would say they were all inappropriate behavior, so they’re all disclosures. Option rate securities were… 0:14:54.9 So it’s very difficult to do that. It is kind of a case by case thing. I still have to argue in that regard.

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CFP Financial Advisor Financial Planner Ethics 59