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. What are the tax consequences of x? What tax do I pay when I retire? Like, number one, Google search?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

International College of Financial Planning

OCTOBER 26, 2023

A financial advisor isn’t just a title; it’s a commitment. They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. I have lots of different ways I can get that number to go up.

Management 270

Management Assets Portfolio Investing 270