Commission Consulting Portfolio Analysis Wealth Accumulation 
Sara Grillo
APRIL 21, 2022
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. So please subscribe!
Envision Wealth Planning
MAY 23, 2022
In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. People at this stage of wealth accumulation are particularly vulnerable, and unfortunately, it is these types of folks who are preyed upon by product-pushing salespeople.
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