Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Deferred compensation plans. The company I was with at the time did a large round of layoffs and my job was eliminated.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Deferred compensation plans. The company I was with at the time did a large round of layoffs and my job was eliminated.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52