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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52
Financial Advisor Fiduciary Duty Insurance Financial Advice 52
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Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.

Insurance 59
Insurance Financial Advisor Retirement License 59
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