Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. So they are actually starting their investment journeys with me.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

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?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. These advisors charge a fee for security analysis and investment recommendations. Their main area of focus is wealth preservation.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. They’re the alchemists who transform vast wealth into strategic investments. From navigating global markets to crafting wealth preservation strategies Nuvama ensures their client’s fortunes not only endure but also flourish.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

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. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

WiserAdvisor

JULY 25, 2023

There are typically three aspects that make up a successful client-advisor relationship, as explained below: 1. The financial advisor is responsible for creating a well-diversified portfolio that generates inflation and risk-adjusted returns for the client. Portfolio value : The first component that affects you is the portfolio value.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52