Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it!

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 22, 2023

There’s a ton of bogus crap advice out there that people doll out when they are trying to convince you to hire them as a financial advisor. Use these tips to find a good financial advisor and avoid the lying grifters! I was recently featured in a MarketWatch article about how to find a good financial advisor.

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

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Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. This can include mutual funds, insurance policies, annuities, and other financial products. What does it mean to be an independent advisor ? .

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Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

eMoney Advisor

DECEMBER 20, 2022

Whether up or down, it’s likely they are here to stay, and financial advisors will continue to be asked about them by their clients. According to a survey from Bitwise and ETF Trends, 94 percent of financial advisors fielded client questions about cryptocurrency in 2021. Risks Associated with Crypto. December 5.

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Tobias Financial

JULY 11, 2023

At Tobias Financial Advisors, we believe that trust and vetted experience are the foundation of our business. That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. At Tobias Financial Advisors, your trust is our priority.

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Don Connelly & Associates

APRIL 8, 2024

If it's like the last couple of elections, financial advisors are sure to see some clients wringing their hands over which candidate will win the White House and how that will impact the financial markets and their investments. Here we are again—another presidential election year.

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WiserAdvisor

NOVEMBER 21, 2022

After passing the exam designed by the Certified Financial Planner Board of Standards, i.e. the body of individuals responsible for determining who can be certified for financial planning, the CFP must continue to participate and perform well in yearly education programs in order to upgrade their skills and maintain their certification.

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Fortune Financial

SEPTEMBER 25, 2023

Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards. We provide regular updates on your plan’s performance, conduct informative financial workshops and offer personalized guidance to plan participants.

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Fortune Financial

SEPTEMBER 25, 2023

Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards. We provide regular updates on your plan’s performance, conduct informative financial workshops and offer personalized guidance to plan participants.

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Wealth Management Management Risk Tolerance Retirement Planning 52

WiserAdvisor

AUGUST 8, 2022

If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details.

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Park Place Financial

NOVEMBER 29, 2022

5) Work with a Certified Financial Planner . A key component of the best retirement plans for older adults includes consulting with a knowledgeable financial advisor. Since we observe our fiduciary duty, you can trust you will receive the utmost transparency when you partner with our team. .

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Retirement Planning Retirement Certified Financial Planner Planning 52

WiserAdvisor

JUNE 6, 2023

It is a process that can allow high-net-worth individuals to transfer their wealth to future generations while minimizing tax burdens, maximizing financial security, and protecting their hard-earned money. It is essential to appoint someone who will act in your best interests and fulfill their fiduciary duties towards your estate.

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Sara Grillo

MARCH 11, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. He says that as a fiduciary, his job is to return back multiples of the value of each dollar they spend on him. Please sign up here ! Good for you, bro. How did he make it?

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Ron A. Rhodes

MARCH 11, 2022

Attorneys and law firms often consider starting a financial services practice.

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WiserAdvisor

MAY 31, 2022

You can reach out to a professional financial advisor to help you in safely managing and growing your finances and avoiding offers/investments that may seem risky or fishy. With the steeply rising number of frauds in the country, the birth of crypto investments, changing fintech rules, etc.,

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Investing Investments License Accounting 52

Inside Information

SEPTEMBER 28, 2021

The list of things that would trigger the requirement to register also includes the delivery of a financial plan, holding out as providing advice or holding out in any way (presumably including advertisements) that indicates the offer of holistic financial advisory services. The point here is what’s in the middle.

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Financial Planner Financial Planning Commission Sales 40

Ron A. Rhodes

DECEMBER 12, 2023

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

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Ron A. Rhodes

DECEMBER 13, 2023

It is possible that all commission-based compensation involving the sale of investment products, life insurance products, and annuities could be eliminated. And it would be right and just to do…

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Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D.,

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Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Ron A. Rhodes

AUGUST 6, 2023

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

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Portfolio Management Taxes Clients 61

Ron A. Rhodes

AUGUST 9, 2023

OVERVIEW: THE PRUDENT INVESTOR RULE The Uniform Prudent Investor Act (UPIA) (1995), adopted in some form by all 50 states, applies to the investment of private trust funds. The Prudent…

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Investing Investments Taxes Fiduciary Duty 58

Ron A. Rhodes

DECEMBER 21, 2023

In recent years a major development has occurred with respect to annuities … more and more insurance companies are offering annuity products with no commissions. These products can deliver more…

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Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. This is absolutely key with any financial advisor you talk to, whether in person or online.

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International College of Financial Planning

AUGUST 31, 2023

The Role of Investment Advisors An investment advisor plays a vital role in guiding both novices and seasoned investors. Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model.

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

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Park Place Financial

JANUARY 9, 2023

Our team of certified financial planners works collaboratively to help clients establish objectives and develop personalized financial plans designed to meet short and long-term goals. Park Place Financial adheres to its fiduciary duty to put clients’ needs above our interests. RELATED BLOG POSTS. Related Posts.

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Financial Planning Taxes Planning Certified Financial Planner 52

Sara Grillo

JUNE 12, 2023

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor. And , you have to do the math by hand. Thanks for reading.

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