Remove Financial Advice Remove License Remove Retail
article thumbnail

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

License Your Music 13. Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.). There are apps, blogs, SaaS businesses, and online retailer opportunities all over those sites that may help you earn extra money.

article thumbnail

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

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. He spent 10 years there managing billions in assets for institutional and retail clients.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Gratitude: Good For The Soul, Good For Your Wallet

Zoe Financial

Here are five ways gratitude can impact your financial well-being. Cutting Down Impulse Spending If you haven’t felt the urge for retail therapy during a hard day, count yourself lucky. Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. A recent survey of 2,000 U.S.

article thumbnail

Transcript: Brian Hamburger

The Big Picture

RITHOLTZ: The Bureau of Business Prevention is how the retail brokers used to describe compliance. There’s not significant licensing, you know, that that takes place. RITHOLTZ: So, you mentioned Focus Financial. HAMBURGER: And you can scale it down to a single user license. Now you buy a license.

article thumbnail

Should you die and go to hell before selling an annuity?

Sara Grillo

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.” Mettler says he does not have a securities license for this reason.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80