FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember. Social Media Tools.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Sara Grillo

JANUARY 8, 2024

As many corporate employees tend to have smaller account sizes, this entire group would be shunned by the typical financial advisor who usually has high account minimums of $1MM or above. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It’s a marketing award not a service award and the selection process is very false.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 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 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

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. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Midstream Marketing

MARCH 8, 2023

ChatGPT won’t ever be able to ask the right questions, nor will the average individual know what information to provide ChatGPT to get the right financial advice. Plus there is a whole host of advice that is not even curated by ChatGPT. The empathy you can provide is required for sound financial advice.

Financial Advisor 52

Financial Advisor Communication Clients Financial Advice 52

Sara Grillo

NOVEMBER 13, 2023

Boomer Benefits Joanne Giardini YouTube Joanne Giardini TikTok Sara’s upshot I am a consumer advocate and I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry.

Clients 59

Clients Financial Advisor Healthcare Insurance 59

BlueMind

JULY 15, 2022

Not only that, the added cost of hiring financial service employees to manage data adds to the cost of securing that data. Dealing with clients that fail to fully disclose their personal information that may have implications on financial decisions could lead you down a rabbit hole of compliance issues.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

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. One example of a differentiation strategy is focusing on a niche market.

Marketing 81

Marketing Marketing Clients Certification 81

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

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals. Sources: 1.

Financial Planning 95

Financial Planning Clients Planning Education 95

The Big Picture

MAY 7, 2024

She had very senior roles at places like Yahoo, Pinterest, demand Media Business Week. So I went to a company called Demand Media, which was sort of the first reverse engineering of the algorithm. And then we’d write that content and it was called Demand Media. It should have a world class media it, right.

Startup 143

Startup Advertising Engineering Numbers 143

Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

MAY 16, 2023

I know him from Lindzonpalooza from his early media work. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. How did that come about?

Media 281

Media Investing Investments Valuation 281

Envision Wealth Planning

MAY 23, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such. Ethics matter in financial advice! Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

SEPTEMBER 12, 2022

Salaske adds that every time the CFP fees go up, on social media there is a big outcry but they still renew because they are using it for marketing purposes. #6 This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. & Lee L. 1139 (1988). Available at: [link].

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

JULY 21, 2022

Pros Specializes in providing financial services for current and former members of the U.S. But they have since expanded their product menu to include banking, investing, retirement, financial advice, and other services. Despite what you may hear on social media, investing is not about making a killing.

Accounting 98

Accounting Commission Investing Investments 98

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. Selling a product does not equal financial advice.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

The Big Picture

APRIL 25, 2023

HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. HAMBURGER: Absolutely.

Compliance 154

Compliance Clients Wealth Management Management 154