Sara Grillo

DECEMBER 12, 2022

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?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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

Trade Brains

DECEMBER 31, 2023

It is a full-service commercial bank that provides a complete range of products, services and technology-driven digital offerings, catering to retail, MSME as well as corporate clients. The financials of the company indicate a consistent increase in the company’s revenue and profits in the last three financial years.

Banking 64

Banking Distribution License Retail 64

Trade Brains

MAY 7, 2023

NHPC is an end-to-end developer of hydro projects having capabilities to execute all tasks from conceptualization to commissioning of the projects. The bank has built a solid brand in a short period of time because of targeted marketing, mobile application, and various partnerships. Source: NHPC Ltd. Presently, it has more than 7.3

Banking 52

Banking Manufacturing Government Engineering 52

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80