MainStreet Financial Planning

FEBRUARY 1, 2024

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.

Financial Advice 96

Financial Advice Planning Fee Only Financial Planning 96

International College of Financial Planning

AUGUST 2, 2021

Communication skills are very important in this industry and in a diverse country like India proficiency in different languages is an added advantage. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Staying updated with industry and government policies.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

JANUARY 9, 2023

Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead. Mentoring younger advisors.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Inside Information

OCTOBER 30, 2021

He very quickly offers a disclaimer about the effectiveness of disclosure in the past; whenever a regulator proposes actual rules governing reps and brokers, the industry quickly rushes to propose disclosure instead. . To the point where, today, we have brokerage firms disclosing their fees, conflicts, underlying motives etc.

CFP 40

CFP Commission Education Investing 40

Sara Grillo

SEPTEMBER 26, 2022

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. Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

You could probably build a better communications strategy. RITHOLTZ: Of which, which government agency? HAMBURGER: No, no, no government agency. But keep in mind, you said, well, if I leave FINRA, if I no longer am a broker and I decide to go fee only, they can go pound sand. Probably insert some AI.

Compliance 154

Compliance Wealth Management Clients Management 154