BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Sara Grillo

OCTOBER 21, 2022

For Jonathan Grannick, his first job as a financial paraplanner he found on the University of Georgia student Financial Planning Association listserv. This was in 2011 when remote work wasn’t yet popular, so he was limited to the city where he lived. What designations does a paraplanner usually have?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. We specialize in financial planning for an IPO, acquisition, or sale of a private business. The total fair market value is $15M.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71