Your Richest Life

JULY 29, 2022

Books for young kids: Follow the Money – Shares the story of a quarter as it is spent, traded and donated during its day. The Coin Counting Book – Introduces what American money looks like, and how to count it. You can also check my “Money Books for Graduates” post for more ideas: . Books for Teens.

Budgeting 116

Budgeting Accounting Education Fee Only 116

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

XY Planning Network

OCTOBER 14, 2024

So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Until then, I am here to give you some key starting points to properly maintain your books.

Budgeting 109

Budgeting Financial Services Accounting Fee Only 109

XY Planning Network

AUGUST 15, 2022

The notice for an upcoming regulatory examination. It’s the call that an advisor always dreads. It can evoke a certain amount of nerves on its own (especially if it’s your first time!) Double that stress if you are not well organized. Let’s dive into several ways to keep your compliance organized beyond the filing cabinet.

Compliance 95

Compliance Fee Only Financial Advisor 95

Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Your Richest Life

MARCH 15, 2023

Whether you love jewelry, travel, books or sports, treating yourself can be a very positive, and smart, way to spend your money. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

XY Planning Network

MARCH 3, 2025

Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. Tax law is an everchanging beast, with new rules and regulations being introduced every year. Professions are built around them, and the consequences of misreporting them can be hefty taxes from the IRS.

Taxes 81

Taxes Fee Only Financial Advisor Marketing 81

Your Richest Life

MAY 10, 2024

According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. When you book airfare, you can also save more money by booking your flight between 21 and 60 days ahead of departure, for both domestic and international flights.

Budgeting 52

Budgeting Fee Only Planning CFP 52

The Irrelevant Investor

MARCH 25, 2018

With Jeremy Schwartz, Wes Gray and Eric Balchunas Only 2% of advisors are fee only With Michael and Ben Are investors confused? With Michael Barbaro and Matthew Rosenberg Books On Tuesday, November 19, 1963, Richard Helms carried a Belgian sub-machine gun concealed in an airline travel bag into the White House.

Fee Only 52

Fee Only Portfolio Assets Management 52

Your Richest Life

MARCH 15, 2022

Some people have also been booking Airbnbs that they’ll never visit, or purchasing from sites like Etsy to help small Ukrainian businesses. If you book an Airbnb in Ukraine, look for places with multiple reviews that date back before 2022. People do take advantage of crises for their own gain. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

Your Richest Life

SEPTEMBER 12, 2022

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. 2022 Holiday Spending and Inflation.

Budgeting 59

Budgeting Fee Only Financial Planning Planning 59

Your Richest Life

FEBRUARY 15, 2022

If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. Just save up the cash ahead of time, book your trip using your credit card, and then pay it off right away. That will earn you points without accruing major interest fees.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

Your Richest Life

AUGUST 10, 2024

Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked.) Sites like Kayak and Google Flights that will help you watch current rates and determine when to buy. For more information on the services offered, contact Katie today.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Your Richest Life

APRIL 19, 2022

Money books for financial literacy. If the idea of reading a money book sounds boring to you, don’t worry; there’s an option for you. There are plenty of fun, interesting books that will meet you at your level. Books about mindset, budgeting and building wealth can apply to everyone, regardless of where you’re at now.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’

Fee Only 40

Fee Only Professional Services Clients Management 40

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. And that is certainly a welcome innovation, whoo hoo! And that is […]

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

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. But when he started out, he was working for a broker-dealer firm that charged commissions.

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Sara Grillo

MAY 9, 2022

Wall Street has engineered this term “direct indexing” to capture the attention of fee only advisors who are obsessed with John Bogle. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. 1 Direct indexing is not really indexing.

Portfolio 72

Portfolio Clients Financial Advisor Taxes 72

Your Richest Life

JULY 17, 2024

Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. The internet is drowning in financial advice, both good and bad. Money lesson #7: Find the financial planner who is right for you.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

Sara Grillo

MAY 10, 2024

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. ” appeared first on Sara Grillo.

Clients 52

Clients License Retirement Planning Financial Advisor 52

Your Richest Life

DECEMBER 19, 2022

A few books to get you started are Atomic Habits by James Clear, You Are a Badass at Making Money by Jen Sincero, and Ride of a Lifetime by Disney CEO Bob Iger. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Bring in Accountability.

Financial Planner 52

Financial Planner Fee Only Accounting CFP 52

Your Richest Life

APRIL 5, 2022

Book a summer trip? At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Pay down debt? About Your Richest Life.

Taxes 52

Taxes Accounting Budgeting Fee Only 52

Sara Grillo

MAY 24, 2024

I’m writing a book about how to find a financial advisor who won’t ruin your life. How to reduce the fees you pay to a financial advisor #1 First thing: know what all the fees are. There are websites such as NAPFA, fee only network and XYPN that offer advisor search directories.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. Book a Demo to Find Out More.

Media 72

Media Financial Advisor CFP Wealth Management 72

Sara Grillo

OCTOBER 10, 2022

Fee-only vs. fee-based. But… Fee for service (and only fee for service) is a haven where the sales agenda mimicry cannot follow. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Fiduciary vs. ‘best interest.’.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

Sara Grillo

APRIL 25, 2022

The convergence was really between my first-hand experience as a freelancer, my personal connection with the industry, and the feasibility of offering fee-only financial planning to a segment of the population with little to no investable assets that has traditionally been ignored. How are you getting COIs involved? Was this helpful?

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Sara Grillo

JULY 18, 2022

Instead, he got his first job at a fee only RIA firm instead which worked out brilliantly for him! This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. For those of you who are new to my blog/podcast, my name is Sara. Was this helpful?

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

Sara Grillo

AUGUST 14, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 11, 2022

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. I’ve been involved in that organization for 20 years, I’ve written a lot of books, so I’m very known in that organization, and then now I’m the President of the John C. Was this helpful?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Percentage-based fee or fee-only Some charge a percentage-based fee, which is a percentage of the amount you have invested. Table of contents Is it really necessary to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Percentage-based fee or fee-only Some charge a percentage-based fee, which is a percentage of the amount you have invested. Table of contents Is it really necessary to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

MAY 23, 2022

What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

JANUARY 21, 2025

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance. I contacted the journal about writing for them again, I also started working on a book.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

APRIL 25, 2023

But keep in mind, you said, well, if I leave FINRA, if I no longer am a broker and I decide to go fee only, they can go pound sand. Because they went through Sally’s emails and they see she’s booked on a cruise. RITHOLTZ: Let’s talk about books. And so, I jumped into his book, “Stocks for the Long Run.”

Compliance 162

Compliance Clients Wealth Management Management 162

Your Richest Life

NOVEMBER 11, 2022

Book Health Checkups. If you did, it might be a prime opportunity to book health appointments before the new year kicks off. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Again, don’t beat yourself up if you got off course.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

Good Financial Cents

APRIL 10, 2023

This can mean things like: Hiring a mentor Joining a mastermind group Investing in personal coaching Learning with the help of books and courses Building relationships by investing in others I like to refer to these investments as “income accelerators” because they can help you boost your income in ways other investments cannot.

Investing 110

Investing Investments Assets Accounting 110

Sara Grillo

MAY 8, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. SARA GRILLO: Okay, what resources have you availed yourself of, they can provide us with more knowledge and transparency as a fee-only advisors or the advisors that are listening to this. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59