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 am an irreverent and fun marketing consultant for financial advisors. Ethics matter in financial advice! Ethics matter.
Envision Wealth Planning
MAY 23, 2022
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. So here’s a blog post about all of that. It’s ludicrous.
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Sara Grillo
DECEMBER 11, 2023
There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this? Don’t be fooled!
Sara Grillo
SEPTEMBER 18, 2022
The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.
Carson Wealth
JULY 12, 2022
The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . Degrees do not require continuing education and rarely any ongoing ethical commitment.
Sara Grillo
DECEMBER 22, 2023
But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Check out this blog I wrote about all the BS financial advisor awards. Don’t be fooled!
Indigo Marketing Agency
DECEMBER 19, 2022
Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.
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