Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

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Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. I am a CFA® charterholder and I used to be a financial advisor.

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Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

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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. Eric Niergarth [link] Flat fee with the option of Advice Only.

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Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. And that is certainly a welcome innovation, whoo hoo!

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Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. 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. What is the best?

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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?

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FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

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Indigo Marketing Agency

FEBRUARY 6, 2020

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. Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency.

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FMG

SEPTEMBER 29, 2023

When trying to stand out from the competition as an advisor, there are different approaches you can take to set yourself apart. In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site.

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Walkner Condon Financial Advisors

MARCH 15, 2023

Bespoke Portfolios Not only can a portfolio be used to replicate a standard index, it also can be designed specifically for an investor and/or investment advisor to tilt the asset allocation to better match their needs. In many cases, these fees could be lower than standard actively managed funds as well as many ETFs.

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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. It’s not.

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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. For those of you who are new to my blog, my name is Sara.

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FMG

JULY 13, 2022

One of the top questions that we get is, “How can I promote myself as a financial advisor?” ” And we always tell them how important it is to share content and engage on social media. billion people on social media , how can you stand out from the crowd? 8 Ways to Stand Out on Social Media.

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WiserAdvisor

MAY 31, 2022

You can reach out to a professional financial advisor to help you in safely managing and growing your finances and avoiding offers/investments that may seem risky or fishy. on social media. Also, be careful about giving your financial documents like tax certificates, government identity cards, etc.

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Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

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Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

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Talon Wealth

AUGUST 18, 2022

I came up with the name, Mike, not the traditional media, Mike: Frightening financial facts, the FF. So we want to smooth that out for our clients. And we would recommend just coming up with a plan that helps you not only protect, but grow your money over time. Moving forward, whether markets are good or bad.

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The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? They’re not losing clients. RITHOLTZ: They’re afraid of getting billed. RITHOLTZ: Right?

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