Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

DECEMBER 11, 2023

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. Also, there is selection bias inherent in this list.

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

Sara Grillo

DECEMBER 22, 2023

Many of these are awards they paid for, or that they got by being active and visible on social media or having a certain size book of business. It’s a marketing award not a service award and the selection process is very false. Check out this blog I wrote about all the BS financial advisor awards. Sara G Sources Rostad, Knut. (9

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. What about ethics? This blog is not for the faint of heart.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

AUGUST 25, 2023

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. Also, there is selection bias inherent in this list.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

JUNE 12, 2023

Our scheduled meetups are here: June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. New York State Department of Financial Services.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80