Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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 agrees, stating that 70% of CFP holders have insurance licenses. #4 It’s about to get very, very heated so let’s get on to the show!

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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