Clients Financial Advice Investment Planning Media 
eMoney Advisor
FEBRUARY 9, 2023
Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.
Sara Grillo
AUGUST 14, 2023
I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Commissions are opaque.
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Sara Grillo
DECEMBER 12, 2022
We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?
Sara Grillo
APRIL 10, 2023
Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients.
Sara Grillo
MAY 16, 2022
Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. Jon Luskin provides hourly advice for do-it-yourself investors.
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.
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.
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