Nerd's Eye View

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Risk Tolerance 163

Risk Tolerance Compliance Startup Clients 163

Fortune Financial

SEPTEMBER 25, 2023

Your financial goals and risk tolerance are the roadmap for your entire wealth management strategy, shaping your decisions and the services you require. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals. Scan the QR code below to connect with us.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Your financial goals and risk tolerance are the roadmap for your entire wealth management strategy, shaping your decisions and the services you require. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals. Scan the QR code below to connect with us.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Sara Grillo

APRIL 21, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media.

Ethics 52

Ethics Financial Advisor Clients Management 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. I have several issues with the methodology, namely: The advisor must have an “acceptable compliance record.” This blog is not for the faint of heart. ” Huh?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

MAY 23, 2022

Instead, he provides them with an analysis of their risk tolerance and investment plan, and even specific tickers. Here are some of the ways I can help directly… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. CODY GARRETT, CFP®: To be exposed to risk.

Financial Planner 52

Financial Planner CFP Financial Planning Education 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. SARA GRILLO: I’m freaking believable.

Insurance 59

Insurance Clients Financial Advisor Math 59