Economics Financial Advice License Sales 
James Hendries
JULY 21, 2022
Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier. Please contact your financial advisor with questions. All index data from FactSet.
James Hendries
DECEMBER 12, 2022
Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. Please contact your financial advisor with questions. Any economic forecasts set forth may not develop as predicted and are subject to change.
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James Hendries
OCTOBER 4, 2022
We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. Market volatility and negative sentiment can make it harder to make investing decisions, but we believe the surest path forward remains sound financial advice from experienced and dedicated professionals.
Sara Grillo
APRIL 10, 2023
Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales.
International College of Financial Planning
SEPTEMBER 3, 2021
Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. 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.” Mettler says he does not have a securities license for this reason.
Sara Grillo
SEPTEMBER 26, 2022
I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.
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