Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
Sara Grillo
SEPTEMBER 26, 2022
I am a CFA® charterholder and financial advisor marketing consultant. 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. Get ready for a rumble, folks!
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