International College of Financial Planning

SEPTEMBER 3, 2021

They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. How to Compensate Financial Advisors?

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 14, 2023

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. Why is the fiduciary standard important in financial advice? Commissions are opaque. Insurance is opaque.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary). If we can’t, we’ll tell you, and help you find someone who can.

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Sales Ethics Fee Only Financial Advice 40

Sara Grillo

JULY 10, 2023

He asked for help and found a support community Right now Thomas is a fee-only fiduciary financial advisor. But when he started out, he was working for a broker-dealer firm that charged commissions. He stumbled across a man named Russ Ford who was a fee-only flat fee advisor, and he liked the message.

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Financial Advisor Media Communication Fee Only 72

Inside Information

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is an emphasis on logical and clear disclosure of services and their related fees. Client advocacy.

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Financial Planning Planning Financial Planner CFP 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

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Financial Planner Financial Planning Commission Sales 40

Inside Information

OCTOBER 30, 2021

The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.

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CFP Commission Investing Investments 40

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). What are the drawbacks of charging an hourly fee for financial advice? I was managing their money in.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?

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Insurance Retirement Financial Advisor License 59

Sara Grillo

MAY 8, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement. Excuse exactly.

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Insurance Clients Financial Advisor Accounting 59

WiserAdvisor

JULY 22, 2022

The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. Do note that you will have to pay the fees in the present no matter how your returns turn out in the future.

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Financial Advisor Portfolio Budgeting Investment Advisor 105

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. 2022, August 1). CFP® Professional Demographics. 2013, March). 2019, July 30).

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CFP Financial Advisor Financial Planner Ethics 59