Clients Commission License Media 
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.
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Does it matter that clients know the fees they are paying?
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Sara Grillo
AUGUST 14, 2023
The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. Why is the fiduciary standard important in financial advice? This is where the confusion comes in.
Clever Girl Finance
JULY 12, 2023
Jobs that pay well without a degree that involve sales Maybe you’re great at pointing out all the positives of a product and you love to earn a commission. Keep in mind, that a lot of sales positions do run on commission. You’ll meet with your clients, find them the coverage that meets their needs, and answer their questions.
Clever Girl Finance
FEBRUARY 12, 2023
For example, you may choose to go out and get your own clients from the start. For instance, you can make money as a freelance writer , manage social media accounts, or do video editing. Your clients can range from local businesses in your area to hundreds of business owners online. blog management, content creation, etc.
Sara Grillo
MAY 10, 2024
One of my best clients who runs a business just hired another advisor to manage their 401k plan.” ” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. Question from a subscribe r: “I’m stunned.
WiserAdvisor
MAY 31, 2022
According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 You can check the company’s financial statement on the Securities Exchange Commission (SEC) EDGAR filing platform. on social media. Hence, before the final decision, check the actual qualifications, experience, expertise, licenses, etc.,
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