eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

Financial Planning 95

Financial Planning Clients Planning Education 95

Sara Grillo

MAY 16, 2022

Abundo provides flat fee financial planning. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media. 89 per month.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

SEPTEMBER 26, 2022

If you are a financial planner and you’d like to learn how to communicate better… 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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59