International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How Not so fast! ? You understand?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.” Sort of like a financial think tank? We recently merged with Advisor Perspectives, which is the largest advisor newsletter in the country.

Management 270

Management Assets Portfolio Investing 270