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

WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Sara Grillo

NOVEMBER 14, 2022

With annuities now being able to be offered in 401k plans, the playing field has changed. 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? Are statements like these a crime against annuities?

Insurance 59

Insurance Financial Advisor Retirement License 59