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RIA Edge Live Blog: Selling Growth

Wealth Management

This live blog focused on the RIA Edge track of Wealth Management EDGE will be updated throughout the conference.

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

For those of you who are new to my blog, my name is Sara. And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). I am a CFA® charterholder and financial advisor marketing consultant.