Remove Commission Remove Financial Consultant Remove Investment Planning Remove Risk Management
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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

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. The commission is the commission. Who cares?

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.