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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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.

Financial Advisor 52
Financial Advisor Fiduciary Duty Insurance Financial Advice 52
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

So that’s fundamentally different, and it makes it harder for us to become a profession that it is, I think for those self-governing bodies… Wright: Well, I guess the only caveat to medicine is when you get into pharmaceuticals. Securities and Exchange Commission. Securities and Exchange Commission. 2022, August 1).

CFP 59
CFP Financial Advisor Financial Planner Ethics 59
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