FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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

Inside Information

FEBRUARY 27, 2023

You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Envision Wealth Planning

MAY 23, 2022

Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. So here’s a blog post about all of that. Ethics matter.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

OCTOBER 31, 2022

Transparency allows the consumer to decide if the services and fees offered by the financial advisor are fair and logical, and if it is in their best interest to work with that advisor. Disclosures can be about if they have committed a crime, whether financial or not. Are they just providing financial planning?

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. Presenting the Real You Authenticity is key in connecting with an audience.

Marketing 81

Marketing Marketing Clients Certification 81

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. So please subscribe!

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is a special emphasis on clear disclosure of services and their related fees.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JULY 24, 2022

Financial planning can be helpful in many ways. Financial planning adds discipline to your routine. Financial planning is also helpful in tracking errors and rectifying them quickly to avoid further damage. Evidently, financial planning is even more crucial for high-net-worth individuals.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. The following advisors are pure fiduciary financial advisors who serve small investors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

The Big Picture

MAY 7, 2024

And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. Moms would ping her every day about financial advice.

Startup 140

Startup Advertising Engineering Numbers 140

Sara Grillo

JUNE 2, 2022

Every advisor will have his or her own approach to investing, financial planning, and other services. Selling a product does not equal financial advice. Quality of financial planning services rendered? Depth of financial plan? This presumption is WRONG. ” Huh?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 150

Compliance Clients Wealth Management Management 150