Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Are commissions bad? Are commissions bad?

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. Right, and I think that in part one, you had mentioned that there was specifically an advisor who got the CFP designation in order to do bad. 2022, August 1). CFP® Professional Demographics. 2013, March). Staff of the Investment Adviser Regulation Office.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

License Your Music 13. Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Most brokerages no longer charge trading commissions which is a huge saving for us! One solution would be to license your music.

Accounting 105

Accounting Investing Investments Media 105