Financial Advice Financial Market License Portfolio 
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?
International College of Financial Planning
SEPTEMBER 3, 2021
Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!
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Sara Grillo
APRIL 10, 2023
” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. That’s it.”
Sara Grillo
DECEMBER 12, 2022
“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Doug Twiddy.
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. 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.” Scott Salaske , CEO of Firstmetric.
Sara Grillo
SEPTEMBER 12, 2022
JR agrees, stating that 70% of CFP holders have insurance licenses. #4 JR asserts that anyone who holds themselves out as a financial planner, whether or they wear dual hats, or also are registered reps under FINRA, must follow the fiduciary standard. 4 Has the CFP Board failed to address the insurance problem – the “third hat”?
Sara Grillo
SEPTEMBER 26, 2022
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.
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