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

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.

Insurance 59

Insurance Retirement License Financial Advisor 59

Sara Grillo

SEPTEMBER 26, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59