Clients Communication Compliance Fee Only 
Inside Information
MAY 30, 2023
I completely get why they would tell this to credulous writers; the public has increasingly shifted away from any taint of ‘sales’ in an advisor relationship, and the concept of hiring an advisor who puts their clients’ interests first (even if most people don’t understand the term ‘fiduciary’) is an attractant.
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. Client advocacy. in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Let’s get into it, folks!
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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. We have seen scenarios where clients go into it expecting to earn 6-8% and the policy earns 3-4%. For those of you who are new to my blog, my name is Sara.
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.
Inside Information
OCTOBER 30, 2021
Rostad adds that there is anecdotal evidence that disclosure of fees and costs may be different from (more effective than) disclosures of conflicts of interest or who regulates whom. “A If you don’t want to engage in this fight for yourselves,” Rostad adds, “then do it for your clients and consumers.
Sara Grillo
MAY 23, 2022
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. ” Well, now it is.
Sara Grillo
MARCH 16, 2024
Transparency is the single most powerful force that exists in realm of human communication. Instead of products, the focus here is on people – flat fee, advice only, and hourly advisors and how to refine their service models to benefit their clients more. Hotel details to be announced later. This is about connection.
Expert insights. Personalized for you.
40 
Let's personalize your content