Sara Grillo

NOVEMBER 13, 2023

Well, not if you make mistakes. Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. The impact of their healthcare choices on their financial plan – healthcare is a large line item. A good referral.

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Clients Financial Advisor Healthcare Insurance 59

Sara Grillo

MARCH 29, 2024

Here’s how to handle a financial planning fee objection. Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” If he hadn’t had us, the mistake would have cost him about $2k that year in IRMAA surcharges.”

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Financial Planning Planning Financial Advisor Clients 52

Truemind Capital

MARCH 12, 2024

High margins, rapid growth, superb financial ratios like high ROE, low debt/equity & interest coverage ratio, etc. However, the biggest problem with a company having apparent corporate governance issues is that you can’t rely on the accuracy of the financial numbers anymore. The numbers look fantastic from all angles.

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Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How You’re the advisor.

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Financial Advice Financial Advising Risk Tolerance Clients 52

Zoe Financial

APRIL 21, 2023

However, it’s time to teach them how to become financially independent, which is no easy task. And even though our love for them is endless, and we will forever support our children, they are Americans’ toughest financial burden. A guideline on how to achieve financial freedom as a young adult. The missing piece?

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Taxes Financial Advisor CFP Retirement 75

The Richer Geek

DECEMBER 1, 2021

He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally.

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Financial Advisor Government Retirement Planning Investing 52

Indigo Marketing Agency

JUNE 3, 2020

At Indigo, we’re constantly searching for innovative ways to improve financial advisor digital marketing. At the same time, we understand that some tech-savvy advisors would rather set up a YouTube channel for their firm themselves. Examples Of Financial Advisor YouTube Channels. If that’s you, you’re in luck!

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Indigo Marketing Agency

MAY 14, 2020

Do you need to improve your marketing as a financial advisor? Financial advisors across the country are now working from home due to the coronavirus pandemic. I’m going to share with you five simple things you should do today to improve your digital appearance as a financial advisor. Then click Continue.

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Sara Grillo

JANUARY 12, 2024

Financial advisor websites typically look like crap and it’s because of all the BS and nonsense. Read this blog to learn how to avoid the mistakes. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. #1

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant.

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Financial Planner CFP Financial Planning Education 52

The Big Picture

MARCH 20, 2024

For more info, see: Personal Bio Professional LinkedIn Twitter ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. For example, during the great financial crisis, many quantitative investors emotionally overrode their models. market volatility.

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Investing Investments Portfolio Valuation 152

Good Financial Cents

JULY 11, 2022

My Multi-Level Marketing Mistake. Of course, it takes a lot of hard work, dedication, and time to build a successful business, but it can be very rewarding both financially and personally. Although I didn’t earn any money with Good Financial Cents for the first 18 months, the time I invested was totally worth it.

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Sara Grillo

FEBRUARY 12, 2024

There’s nothing I hate worse than when I see a financial advisor chase around a CPA or estate attorney, only to get taken, referring their clients to them with zero reciprocity. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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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. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

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CFP Financial Advisor Financial Planner Ethics 59

Validea

NOVEMBER 15, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — This may seem like a strange headline given the path of stocks over the past two years. Through direct indexing, investors can modify their portfolios to more closely match with their personal preferences and financial objectives.

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