FMG

FEBRUARY 3, 2023

You can choose from options such as financial planner, financial consultant, and investment service to describe your work and multiple categories are allowed. In addition to categories, As of March 2018, businesses now also have the ability to add a business description to their Google Business Profile.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Nothing in this podcast or blog can be interpreted as legal or compliance advice. Robert will be on the “for” team. About Robert Wright, CFP®.

CFP 80

CFP Financial Planner Ethics Financial Planning 80