Sara Grillo

JULY 10, 2023

He asked for help and found a support community Right now Thomas is a fee-only fiduciary financial advisor. He stumbled across a man named Russ Ford who was a fee-only flat fee advisor, and he liked the message. This article says it all: the first line in any marketing communication means everything.

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Darrow Wealth Management

NOVEMBER 5, 2024

This article is meant to be an easily-digestible introduction to QSBS. It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. This article has discussed federal tax treatment but realize states may follow their own rules. Seek guidance from corporate legal and tax advisors.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

WiserAdvisor

AUGUST 3, 2023

If you are wondering if it is worth paying a financial advisor 1 percent, it is essential to first understand the benefits and services that a professional advisor can provide and see if it outweighs the costs. This article will explore whether their fee of 1% is worth it. Are financial advisors worth it?

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

International College of Financial Planning

AUGUST 2, 2021

Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 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

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. 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.

Insurance 59

Insurance Retirement Financial Advisor License 59

Inside Information

SEPTEMBER 28, 2021

The two petitions, and Kitces’s article, toss the ball into the SEC’s court, and basically ask the SEC to live up to its mission of protecting the public under the legal guidelines provided by Congress, who saw this very encroachment 60 years ago and sought (so far, in vain) to create a regulatory structure that would forestall and prevent it.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

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. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

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. Here’s my take on it, based off the progression described in the article. There is a special emphasis on clear disclosure of services and their related fees. What’s this now – call options??

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

APRIL 25, 2023

If someone, listen, you always start, I always start at the bottom of the article. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. How much of that is just self-interest talking? HAMBURGER: My opinion is this is all self-interest, right? RITHOLTZ: Right.

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Compliance Clients Wealth Management Management 162

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). What are the drawbacks of charging an hourly fee for financial advice? That’s how you get paid.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 26, 2022

JR: That article was a big deal, obviously, the CFP Board reacted to that in a number of ways, to spend a lot of money and try to basically, I think to CFP Board’s credit they are the masters of spin, actually, I think they spunt it into… The messaging afterwards was, this is a wake-up call to us. Okay, so this is a list I have.

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CFP Financial Advisor Financial Planner Ethics 59