Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors. Three Creeks Capital – Ryan A.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. From intuitive event calendars to account administration, Wealthbox and FMG Suite work in sync to give financial advisors more control and flexibility. .

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

MAY 24, 2024

But before we get to the blog… 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. For example, are there account opening or closing fees charged by the custodian?

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

BlueMind

JULY 15, 2022

Bear in mind the standards that a Registered Investment Advisor is held accountable to and a broker-dealer is, are different. Not only that, the added cost of hiring financial service employees to manage data adds to the cost of securing that data. Not accurately disclosing the level of risk of a security to a client.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals. Sources: 1.

Financial Planning 95

Financial Planning Clients Planning Education 95

BlueMind

FEBRUARY 15, 2023

However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Accountants An accountant is a professional who audits and analyzes accounts and financial statements.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

eMoney Advisor

FEBRUARY 8, 2023

Today’s financial professional has a lot on their plate. Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. In addition to working with clients, there’s so much that goes on behind the scenes.

Marketing 81

Marketing Marketing Clients Certification 81

WiserAdvisor

AUGUST 18, 2023

This might be concerning if you have a smaller investment portfolio or seek one-time financial advice. When you purchase any of these assets, the financial advisor receives a commission from the sponsoring company, which helps them earn money. They then tailor the engagement to their requirements.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Midstream Marketing

NOVEMBER 5, 2024

To succeed in niche marketing, you must deeply understand your niche and be dedicated to offering customized services. Introduction In the busy world of financial advice, it’s important to stand out. You will learn about their financial goals and see the problems they deal with. Clients have various needs.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Midstream Marketing

MARCH 8, 2023

ChatGPT won’t ever be able to ask the right questions, nor will the average individual know what information to provide ChatGPT to get the right financial advice. Plus there is a whole host of advice that is not even curated by ChatGPT. The empathy you can provide is required for sound financial advice.

Financial Advisor 52

Financial Advisor Communication Clients Financial Advice 52

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?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

In the absence of a securities account, what value do you provide to your clients? ” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? A critical question in the debate of financial advisor vs. broker is what is value? Scott Salaske.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

International College of Financial Planning

DECEMBER 3, 2024

Potential investors and consumers are no longer reliant on financial advisors to provide insights; instead, they can conduct extensive research on various financial products, including insurance, investments, and savings accounts. Moreover, lower costs associated with online products and services cannot be ignored.

Financial Advisor 40

Financial Advisor Engineering Risk Tolerance Education 40

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… 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. Don’t be fooled! 2 I have a newsletter entirely devoted to advocacy for the consumer.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Envision Wealth Planning

MAY 23, 2022

Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed. Ethics matter.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

NOVEMBER 13, 2023

Boomer Benefits Joanne Giardini YouTube Joanne Giardini TikTok Sara’s upshot I am a consumer advocate and I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. appeared first on Sara Grillo.

Clients 59

Clients Financial Advisor Healthcare Insurance 59

Midstream Marketing

NOVEMBER 12, 2024

Introduction In the tough world of financial services, financial advisors must grow their client base by prospecting for new advisors and prospective clients. This means finding and reaching out to potential clients who will appreciate your services. These can also answer common questions about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Inside Information

OCTOBER 29, 2023

But in the financial services marketplace, the reality is a crowd of fleece-clad wolves (brokers) as far as the eye can see, and you have to be pretty observant to notice a few actual sheep (fiduciary advisors) in their midst. And then you can say that working for you, rather than against you, us just the beginning.

Sales 40

Sales Ethics Fee Only Commission 40

Midstream Marketing

NOVEMBER 6, 2024

You can check how your posts perform and handle several social media accounts in one spot. Think about what makes your financial services stand out. Or do you offer a personal, client-first service? It can also help you get new clients and showcase your skills in financial services.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

The Big Picture

MAY 7, 2024

Sun Microsystems was the hot ticket at that point in time, and I talked business week into buying me an Apple computer and signing me up for an AOL account. So I went to Pinterest as the head of partnerships, I set up and sold, I hired 125 ad sellers, account managers and a team to go out and sell the first pin promoted pins.

Startup 147

Startup Advertising Engineering Numbers 147

Inside Information

SEPTEMBER 28, 2021

The whole premise of the legislation that forms the foundation of the SEC’s regulation of the financial services marketplace is in direct agreement with the XYPN petitions. One creates a portfolio of thrifty ETFs and bills the client’s account directly, owing total loyalty to that client’s best financial interests.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

The Big Picture

OCTOBER 19, 2022

And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. You know, you got to make sure you can handle the volumes, both from an investment perspective, but also importantly, from a processing and client service perspective. And it’s financial advice.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Walkner Condon Financial Advisors

JUNE 2, 2023

According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field. In order to share this opportunity with other women, we need to take into account how those newer to the financial services profession are mentored.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

WiserAdvisor

JULY 24, 2022

But if your investments and bank account are valued at more than $1 million, you would be a high-net-worth individual. Now that you have evaluated your net worth, the next step is to devise the right financial planning strategy for yourself. Roth accounts are not taxed in retirement, and therefore help reduce your future taxability.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

APRIL 10, 2023

If you have the wrong political views, access to your bank account could be at risk. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. It’s outlived its usefulness. That’s crazy. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

APRIL 25, 2023

Every now and then I’m horrified to see people not have attorneys, not have accountants, sign documents. HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. Like, how much are you saving?

Compliance 162

Compliance Clients Wealth Management Management 162

Don Connelly & Associates

MARCH 31, 2025

Its taken nearly two decades for the financial services industry to overcome the massive trust deficit that sprung from the 2008 Financial Crisis. The good news is financial advisors are once again viewed as the most trusted source of financial advice, with nearly two-thirds of retail investors expressing a high level of trust.

Ethics 52

Ethics Compliance Financial Advisor Financial Advice 52

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. Accountant-Lawyer Alliance. & Lee L. 1139 (1988).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. So I was very heavy in financial services stock, which was a great lead gen engine. ” What sort of financial response do you take to that?

Media 290

Media Investing Investments Valuation 290