Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. License Your Music 13. Sell Lesson Plans (for Teachers) 1. Start building a nest egg Remember earlier I said to create passive income you need time, money or skills?

Accounting 105

Accounting Investing Investments Media 105

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 157

Compliance Clients Wealth Management Management 157