AdvisorPR

MAY 13, 2020

Your prospective clients have dramatically shifted their behavior in record time. Your live presentations, appointment process, onboarding and ongoing client communication processes call all be done virtually, with the adaption of technology. Explain what benefits your client can enjoy because of your Digital Storefront Policy.

Communication 52

Communication Accounting Financial Advice Clients 52

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. Click the links below to jump to a client appreciation event page section specific to your needs. The answer is because this is the new common space where you can attract new clients and partnerships. The advice that we seek and choose to take in is everywhere around us.

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

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.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. And I work with 165 top independent financial advisor clients, where we do their marketing for them. So I’ll let John take it away from here.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. Different advisors are great for different clients.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Elgon Financial Advisors www.elgonfa.com Avg account size: $30,000.

Financial Advisor 52

Financial Advisor Accounting License 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. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

MARCH 13, 2023

The worst part is that their wealth management clients’ portfolios will be stuffed with this crap. 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.

Financial Advisor 59

Financial Advisor Assets Management License 59

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 152

Compliance Wealth Management Clients Management 152

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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MAY 16, 2023

I know him from Lindzonpalooza from his early media work. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. How did that come about?

Media 278

Media Investing Investments Valuation 278