Sara Grillo

APRIL 10, 2023

James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

Investments 52

Investments Investing CFP Financial Advisor 52

eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. Thankfully, I was able to get the couple to have a productive talk about their financial plan and help them find peace of mind. We’re having this conversation, and suddenly we have tears going around the room.

Financial Planning 40

Financial Planning Planning Communication Clients 40

Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. What is “Good Advice”?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Carson Wealth

DECEMBER 20, 2022

Financial advisors and wealth managers help identify and develop a plan designed to meet their clients’ financial goals. Financial advisors can help their clients through one major life challenge or weave together a comprehensive strategy. What Is a Financial Advisor? . Craig Lemoine, Ph.D.,

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Retirement Planning 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, a financial planner, thought leader, and self-proclaimed zealot for this cause, says he does not denigrate the value of the CFP curriculum.

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

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. And I said, I really think that we would be able to do a great job for our RIA clients, for our wealth management clients, by having this consulting firm, and they rejected the idea. HAMBURGER: National Financial Partners, right?

Compliance 157

Compliance Clients Wealth Management Management 157