Financial Advice Financial Advisor Media Portfolio Analysis 
Sara Grillo
APRIL 21, 2022
I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I am a CFA® charterholder and financial advisor marketing consultant. Ethics matter in financial advice! Ethics matter.
Envision Wealth Planning
MAY 23, 2022
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. Ethics matter in financial advice!
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