Financial Consultant Financial Market Portfolio Sales 
Trade Brains
JULY 28, 2023
Best Low PE Penny Stocks #1 – BN Rathi Securities BN Rathi Securities Ltd is a stock broking firm that provides integrated services including the entire spectrum of activities relating to financial market transactions. The sales and net profits have increased from Rs 43 Crs to Rs 46 Crs and Rs 5 Crs to 7.5 Happy Reading!
Sara Grillo
DECEMBER 12, 2022
“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. I don’t care what that sales rep is making. If you’re going out for 20 year term, who cares what the commission is?
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Sara Grillo
APRIL 10, 2023
” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.
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. JR and Wright agree that the CFP Board could impose fiduciary standards on the sale of non-variable insurance products. About Robert Wright, CFP®.
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.
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