Sara Grillo

DECEMBER 12, 2022

” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? The agents made the point that it’s strange to see clients losing money to fees and also losing money to the market. Insurance does not include the price that the client pays for the service.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

APRIL 10, 2023

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses.

Investing 52

Investing Investments CFP License 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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. Their wording is “material conflicts of interest in general” vs the SEC’s standard that financial planners must disclose “all material facts.”.

CFP 80

CFP Financial Planner Ethics Financial Planning 80