Sara Grillo

OCTOBER 21, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

MARCH 16, 2024

The people who come to Immersion are those who are called to the mission of furthering the ideals of: Honesty Integrity Humility Fairness Logic, and Advocacy in all aspects of financial advice, with a special focus on Advice Only , Flat Fee , and Hourly service models. But… what’s an “Immersion”???

Financial Advice 52

Financial Advice Financial Advisor Communication Consulting 52

Sara Grillo

OCTOBER 31, 2022

Salaske, Chief Executive Officer and Chief Compliance Officer is Firstmetric’s principal owner and is the sole Member and Manager of Firstmetric, LLC.” As an aside, please do not interpret this as legal advice of any sort, and it’s also not an endorsement of any particular person mentioned herein. Ethics matter.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Carson Wealth

JULY 12, 2022

Registration Standards for Financial Advisors. The first step in the competency stairway is regulatory compliance. . If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent. ChFC ® – Chartered Financial Consultant.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. I am an irreverent and fun marketing consultant for financial advisors. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

MARCH 13, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Are we in a market regime shift?

Financial Advisor 59

Financial Advisor Assets Management License 59

Harness Wealth

OCTOBER 23, 2023

While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS). Generally speaking, CAS accounting focuses more on compliance work and one-off needs, whereas advisory accounting goes into larger, more nuanced strategic decision-making.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. I am a CFA® charterholder and financial advisor marketing consultant. For advise on such matters, contact a legal or compliance advisor.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

APRIL 21, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Ethics matter in financial advice!

Ethics 52

Ethics Financial Advisor Clients Management 52

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

JUNE 2, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe! ” Huh?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am a CFA® charterholder and financial advisor marketing consultant. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 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

Indigo Marketing Agency

MAY 5, 2020

He’s the president and founder of the Retirement Learning Center, which is an independent ERISA consulting and training firm that serves independent financial advisors. And they’re going to need financial advice and guidance as to whether annuitize or a lump sum. They’ve been in business 16 years.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?

Clients 154

Clients Investing Investments Management 154

Sara Grillo

MAY 8, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. What is Universal Life Insurance?

Insurance 59

Insurance Clients Financial Advisor Accounting 59