eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. They’ve been able to access any information, any time. However, sometimes it gets to be too much when it comes to financial topics. I would say that’s accurate.

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Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Financial Advisor FAQs 1.

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Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. Making informed decisions about your money requires careful analysis, expertise, and a comprehensive understanding of the financial landscape. Are financial advisors worth it?

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Financial Advisor Retirement Planning Fee Only Retirement 52

Your Richest Life

APRIL 19, 2022

Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . If you have a long commute or a huge pile of laundry to fold, you have an opportunity to improve your financial literacy. YouTube is a fantastic resource for financial information.

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Budgeting Financial Planner CFP Financial Planning 52

International College of Financial Planning

AUGUST 2, 2021

Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do?

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Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Get a total picture of all the fees involved, not just the advisor’s fee itself. #2

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Accounting 52

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?

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

SEPTEMBER 3, 2021

In the field of financial advice, a value proposition can be clearly identified. Generating alpha means that the client who pays fees makes more money than he would have made without paying them. A financial plan isn’t just about peace of mind – it’s about improving the quality of life and security of your clients as well.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Inside Information

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

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Financial Planner Fee Only Financial Planning Insurance 40

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is an emphasis on logical and clear disclosure of services and their related fees. Client advocacy.

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Financial Planning Planning Financial Planner CFP 52

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary). If we can’t, we’ll tell you, and help you find someone who can.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

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Financial Planner CFP Financial Planning Education 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

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Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Inside Information

SEPTEMBER 28, 2021

(Does any of this sound familiar about today’s marketplace?).

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Financial Planner Financial Planning Commission Sales 40

Inside Information

OCTOBER 30, 2021

Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financial advice. He notes in passing that, on its ADV, it takes Ameriprise 16 pages to answer the question: how do we get paid?

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CFP Commission Education Investing 40

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). What are the drawbacks of charging an hourly fee for financial advice? That’s how you get paid.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. We specialize in financial planning for an IPO, acquisition, or sale of a private business.

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Taxes Wealth Management Tax Planning Assets 73

Sara Grillo

MARCH 16, 2024

The people who come to Immersion are those who are called to the mission of furthering the ideals of: Honesty Integrity Humility Fairness Logic, and Advocacy in all aspects of financial advice, with a special focus on Advice Only , Flat Fee , and Hourly service models. The meeting exceeded my expectations!”

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Financial Advice Communication Financial Advisor Fee Only 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Vanguard Information Technology Sector ETF: 192.3% But the key benefit of independent, fee-only financial advice just might be the objectivity of an experienced professional that has shepherded clients through different markets and understands the dangers of recency bias. INVESCO QQQ Trust Nasdaq 100 ETF: 162.1%

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Assets Investing Investments Marketing 59

The Big Picture

APRIL 25, 2023

With a little bit of information buried in the back, but the front was the narrative story — HAMBURGER: Glorious. But I was definitely informed by my father’s study groups, you know, I knew his network of friends and colleagues. And that’s not our information to share, but it needs to be shared.

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Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan.

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Insurance Retirement License Financial Advisor 59

Sara Grillo

MAY 8, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement. SARA GRILLO: Okay, Bobby.

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Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

Wright: I can understand that being the argument. Wright: I can understand that being the argument. JR: They can force it any way they want, and there’s nothing that is their right as the… 0:22:23.2

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CFP Financial Advisor Financial Planner Ethics 59