FMG

FEBRUARY 3, 2023

Once verification is complete, Google will send you a postcard with a unique PIN number to your firm’s physical location. However, they offer plenty of specific categories for the financial services industry. Another way to localize your GBP page is to list a phone number with a local area code.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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. Nothing in this podcast or blog can be interpreted as legal or compliance advice. Robert will be on the “for” team. About Robert Wright, CFP®.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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