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?

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

DECEMBER 19, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. You can check Sam out on YouTube here. . Michael Kitces.

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Financial Advisor CFP Financial Services Education 116

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. Twitter has been around since 2006 allowing users to share their thoughts in small bite-sized chunks.

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Financial Advisor Accounting Financial Advice Media 52

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.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

MAY 7, 2024

And then what eventually was the bridge between Pinterest and SoFi in 2015? I was there 2015. And, and Gimme One More 00:52:22 [Speaker Changed] Financially Fearless by Katie song, which was written out of a need Facebook group. Moms would ping her every day about financial advice. And so that was a fun run.

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Startup Advertising Engineering Numbers 147

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.

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Financial Planner CFP Financial Planning Education 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. From the lens of 1989, Marty’s 2015 Nikes with “power laces” seemed a logical progression (not to mention the auto-sizing “Members Only” jacket!).

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Assets Investing Investments Marketing 59

Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske 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.

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License Financial Advisor Certified Financial Planner CFP 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice.

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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 it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

WiserAdvisor

NOVEMBER 21, 2022

They will serve as a trusted fiduciary: More than knowledge and expertise, this quality of a CFP matters most to average investors who don’t know where to turn for sound financial advice. According to a 2015 survey by FPSB, 68% of consumers regard trustworthiness as the most important trait of a financial planner.

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Certified Financial Planner Financial Planner CFP Financial Planning 40

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.

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Insurance Clients Financial Advisor Accounting 59

Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske 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.

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Investments Investing CFP Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.

Insurance 59

Insurance Retirement Financial Advisor License 59

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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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 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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CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

I remember it’s 2015, but I wouldn’t swear to it. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: This is not financial advice. RITHOLTZ: What is the, what is the launch date of “This Is Financial Advice” the opening date?

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