FMG

FEBRUARY 3, 2023

If they say something along the lines of “I think your company does XYZ…,” but they don’t give a definitive answer, that means that you have a lot of work to do on your website homepage copy! Sheldon & Company because not only are we huge fans of niche marketing, but they pass the 5-second test with flying colors!

Wealth Advisor 52

Wealth Advisor Medical Retirement Fee Only 52

Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Clever Girl Finance

JULY 16, 2023

How to know Hiring a financial advisor can be costly. So let’s first answer the question, “Do I need a financial advisor?” ” There are some life situations when you should definitely seek professional guidance. Many people in this bucket have set up a simple investment plan.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

How to know Hiring a financial advisor can be costly. So let’s first answer the question, “Do I need a financial advisor?” ” There are some life situations when you should definitely seek professional guidance. Many people in this bucket have set up a simple investment plan.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Inside Information

JANUARY 31, 2022

At the top of my conflict list is sales contests , which basically tell brokers what “investment opportunities” to sell and give them a financial incentive (and, of course, firm-wide recognition to the winners, which is an incentive in itself) to recommend them to their unwary customers. Or else why hold these contests in the first place?

Commission 40

Commission Clients Sales Fee Only 40

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers. “If

CFP 40

CFP Commission Education Investing 40

Sara Grillo

APRIL 11, 2022

An hourly financial advisor is someone who provides financial advisor for a set hourly rate. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Hourly financial advisors are not common.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. His family owned several fast-food restaurants and they had a huge house that was a lot nicer than mine. Ads by Money.

Accounting 110

Accounting Assets Investing Investments 110

Darrow Wealth Management

SEPTEMBER 11, 2024

You can open an inherited IRA at the financial institution of your choosing. If you’re working with a fee-only financial advisor , they can help you coordinate this process. Balance the benefits of continued tax-deferred growth with the downsides of triggering the 3.8%

Accounting 98

Accounting Retirement Distribution Taxes 98

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 157

Compliance Clients Wealth Management Management 157

Sara Grillo

MAY 8, 2023

SARA GRILLO: Awesome, so be… Let’s just start with a real quick definition, what is IUL? BOBBY SAMUELSON: Which is what the financial advisors typically see is just a forward projection of this monthly cycle recurring over and over and over, over again. Yeah, you have a short fall. SARA GRILLO: Okay, Bobby. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59