Sara Grillo
APRIL 19, 2024
This blog provides practical tips for financial advisor succession planning. This is the blunt truth about financial advisor succession planning (or lack thereof): until you have a living, breathing person that you can present as your successor, there is no true assurance that they’ll be taken care of.
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 a CFA® charterholder and financial advisor marketing consultant. Ethics matter in financial advice! Ethics matter.
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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. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. Ethics matter.
Million Dollar Round Table (MDRT)
OCTOBER 9, 2022
By Jaslyn Ng Up until recently, I didn’t consider myself particularly social media savvy. So, I never thought it was possible that I’d be considered a digital financial advisor. Instagram — My peers in the financial services profession make up 90% of my followers. Show your ethics and values. Authenticity is key.
Indigo Marketing Agency
DECEMBER 19, 2022
As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.
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? Enjoy the show!
FMG
JANUARY 10, 2024
This can be done on anything from blogs to social media. Engaging online is important for any advisor, regardless of whether they’re trying to establish a referral system or not. If you do a good job as an advisor, word of mouth will sing praises and suggestions that people should use you as their financial advisor.
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