2015 Compliance Financial Advice 
Sara Grillo
JUNE 24, 2024
But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.
Sara Grillo
OCTOBER 31, 2022
Salaske, Chief Executive Officer and Chief Compliance Officer is Firstmetric’s principal owner and is the sole Member and Manager of Firstmetric, LLC.” If you’re a financial advisor reading this and you want to leave more about how to present yourself in a fair, logical, and transparent way, join the Transparency Advisor Movement.
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Tucker Advisors
NOVEMBER 11, 2021
In 2015 Google added tweets to its search results breaking away from platform-specific messaging and further embedding Twitter in the online framework. The advice that we seek and choose to take in is everywhere around us. As a general rule of thumb, we would not suggest sharing content that requires compliance approval.
Sara Grillo
DECEMBER 12, 2022
The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. In early 2015, Scott sold his ownership interest in the firm. Doug Twiddy.
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.
Sara Grillo
MAY 8, 2023
There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” 2015, April 6 th ). What is AG49? Investopedia.
Sara Grillo
SEPTEMBER 26, 2022
Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. 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.
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