The Transparent Advisor Movement
Sara Grillo
SEPTEMBER 18, 2022
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. I am an irreverent and fun marketing consultant for financial advisors. 17 point test.
Let's personalize your content