2015 Commission Financial Advice 
Sara Grillo
OCTOBER 31, 2022
Any financial advisor who is registered as an advisor with a regulator has to fill out this form for initial approval by either a state or a Federal (the United States Securities and Exchange Commission) regulator. What if you can’t find the financial advisor’s Form ADV? Securities and Exchange Commission.
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Doug Twiddy.
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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? Commissions are opaque. Insurance is opaque.
The Big Picture
MAY 7, 2024
But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. And then what eventually was the bridge between Pinterest and SoFi in 2015? I was there 2015. And so that was a fun run.
Sara Grillo
AUGUST 26, 2024
Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. In early 2015, Scott sold his ownership interest in the firm. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.
Sara Grillo
NOVEMBER 14, 2022
Are commissions bad? Are commissions bad? Salaske said he wonders if the people who really need them are getting sold annuities that don’t produce a huge commission. Macchia says that agents would be happy to take even a small commission. In early 2015, Scott sold his ownership interest in the firm.
Sara Grillo
APRIL 10, 2023
Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. In early 2015, Scott sold his ownership interest in the firm. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.
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