Commission Compliance Estate Planning Media 
Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. Scan the QR code below to connect with us.
Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. Scan the QR code below to connect with us.
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Sara Grillo
JULY 8, 2022
No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. Check emails, social media to respond: 15 minutes. Work on outstanding compliance tasks: 1 hour.
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. If you’re going out for 20 year term, who cares what the commission is?
Sara Grillo
APRIL 21, 2022
I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media.
Sara Grillo
APRIL 11, 2022
” As an hourly financial advisor he doesn’t make commissions for recommending products such as private REITs, structured products, etc. He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets.
Sara Grillo
MAY 8, 2023
For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.
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