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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.

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Should you cancel your CFP designation?

Sara Grillo

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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