Sara Grillo

AUGUST 14, 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. Does conflict of interest matter?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

AUGUST 2, 2021

There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Fee-only advisors need to be registered with SEBI certified financial advisors (Securities and Exchange Board of India) as an RIA (Registered Investment Advisor). CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Be Clear on Fees Recent research from Fidelity shows 74 percent of investors age 30 to 39 are willing to pay for financial advice. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

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. There is an emphasis on logical and clear disclosure of services and their related fees. Client advocacy.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

APRIL 25, 2022

This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth. I am an irreverent and fun marketing consultant for financial advisors. But first….

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Inside Information

SEPTEMBER 28, 2021

People who call themselves financial planners, financial advisors, financial counselors, investment consultants and investment advisors are all further up and to the right than stockbrokers, investment salespeople and life insurance agents. . (Does any of this sound familiar about today’s marketplace?).

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

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. SARA GRILLO: Okay, Bobby. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

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

NOVEMBER 14, 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!

Insurance 59

Insurance Retirement Financial Advisor License 59

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

WiserAdvisor

JULY 22, 2022

There is a tendency to look at engaging the services of a financial advisor as an expense when it really is an investment for securing your financial future. The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Investment Advisor 105

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. The meeting exceeded my expectations!”

Financial Advice 52

Financial Advice Financial Advisor Communication Consulting 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

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? I mean we’re only not even a decade out from launching ours. HAMBURGER: So, I came up with this consulting concept and I pitched it to the firm’s partnership. RITHOLTZ: No clue.

Compliance 154

Compliance Wealth Management Clients Management 154