Sara Grillo

OCTOBER 31, 2022

If you are not careful you can wind up paying a lot of money for crap, or even getting blatantly deceived about what you are paying for when you hire a financial advisor. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. But first – what is a Form ADV?

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Sara Grillo

AUGUST 14, 2023

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. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Does it matter that clients know the fees they are paying? Is that a fee? Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? How to know Hiring a financial advisor can be costly.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? How to know Hiring a financial advisor can be costly.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

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. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

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CFP Financial Advisor Financial Planner Ethics 59