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Flat fee advisor list by state

Sara Grillo

Matthew Etzler [link] Colorado Skip Fleming Home Advice only planner Downshift Financial Home Eric Courage Margin Flat fee advisor Delaware Sam Lewis www.wecanplanforthat.com Flat Fee and hourly Advice-only only planning to help young professionals and pre-retirees retire early. Chris Shoup [link] Georgia David E.

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Expanding Reach: Beyond Facebook for Financial Advisors

Midstream Marketing

By diversifying your online presence, you can reduce reliance on a single platform and reach potential clients actively seeking financial guidance. Introduction In today’s digital world, having a strong online and social media presence is very important for financial advisors.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

But of course, Jack Bogle was still sort of around his present on campus. So he was very present on campus in my earliest years at Vanguard, but I did not work with him directly. And we do, as you know, all of our passively managed products or our managed in-house by our investment management group. Karin Risi : ] Yes, yes.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

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