2003, Financial Advice and Investment Planning

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor

Financial Advisor Fiduciary Duty Insurance Financial Advice

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

They wanted to become credible to compete with the brokerage people when selling Master Limited Partnerships and insurance with financial planning credibility, so they got the designation. In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme.

CFP

CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Should you cancel your CFP designation?

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