International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

FMG

FEBRUARY 2, 2023

The history of my firm all started with my desire to consultative-ly help others and serve as a fiduciary in their lives. I spent 10 years at BAML learning the business, getting licensed, building relationships, and growing personally/professionally. What would you say inspired the TILL Advisory site’s design theme?

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59