WiserAdvisor

JULY 25, 2023

When hiring a financial advisor, most people look at the professional’s expertise, qualifications, licenses, experience, and reviews. How effectively you communicate with the advisor Effective communication is the foundation of a good professional client-advisor association. How do emotions influence advisor selection?

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Sara Grillo

AUGUST 25, 2023

I have no formalized business relationship with any of the firms listed on this list at the present time. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Note: Ryan holds both insurance and FINRA licenses. Note: Stoy holds an insurance license.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

SEPTEMBER 26, 2022

If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59