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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I think that we do need sales people to sell things, I think sales is just the expression of value, the expression and the communication of value. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Now, granted, I don’t think that that’s true.

CFP 59