Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. Find out by listening to the show.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. What is a financial paraplanner? How do you get a job as a financial paraplanner?

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Insurance Financial Planner Fee Only Financial Advisor 98

Ballast Advisors

MAY 8, 2023

Jean and her husband worked hard to realize their financial goals, being a snowbird in Florida, golfing, traveling, and loving on eight great-grandchildren. Jean admits she still worries about money, but working with a financial planner has helped give her peace of mind. We followed the advice of our financial planner.

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Financial Planning Planning Financial Planner Retirement 98

Sara Grillo

JANUARY 8, 2024

As many corporate employees tend to have smaller account sizes, this entire group would be shunned by the typical financial advisor who usually has high account minimums of $1MM or above. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients.

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Financial Planning Accounting Planning Financial Advisor 64

Your Richest Life

APRIL 19, 2022

In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. 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.

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Budgeting Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%.

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Financial Advisor CFP Financial Services Education 116

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. These resources might have financial planners, checklists, or eBooks. As a result, more people can find you when they seek financial advice and services.

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Marketing Marketing Media Engineering 52

Midstream Marketing

DECEMBER 10, 2024

Offering Personalized Financial Advice Through Video Marketing In today’s world, people really like visuals. This is why video marketing works well for financial advisors. The Power of Personalization in Financial Advisory In todays online world, clients want experiences that are specially designed for them.

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Financial Advisor Marketing Marketing Clients 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. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. And that’s probably why you’re asking the question: do I need a financial advisor? The list is endless.

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. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. And that’s probably why you’re asking the question: do I need a financial advisor? The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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CFP Certification Certified Financial Planner Financial Planning 52

The Big Picture

MAY 7, 2024

So I worked with a certified financial planner called Katie Song when I was at SoFi. My youngest, 00:45:56 [Speaker Changed] Well, that’s some terrible advice. And my youngest daughter told me this, and it’s a good friend of mine just wrote a book that’s titled it, nobody Cares what You Do or Where You Work.

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Startup Advertising Engineering Numbers 147

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 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. Check out this blog I wrote about all the BS financial advisor awards. Don’t be fooled!

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. You should provide a phone number to book a consultation.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

The Irrelevant Investor

MARCH 11, 2021

Before offering up some advice, I want to briefly share my story of how I got into the industry. The people at this agency held themselves out as financial planners. You're not going to build a book of portable clients, but I can think of worse places to work. I started my career at an insurance company.

Financial Advisor 52

Financial Advisor Insurance Financial Planner Clients 52

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Sell An E-book 11. While not exactly an ebook, it’s also available on Kindle and paperback; this book still nets me passive income years after I wrote it.

Accounting 105

Accounting Investments Investing Media 105

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. “Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.”

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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? Was this helpful? Rick, welcome to the show.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

APRIL 25, 2022

On top of that, freelancers generally have to wear many hats and are more amenable to delegating responsibilities outside of their professional expertise…and most neither know how to nor have the time to wear the “financial planner” hat. Sara’s Upshot on financial advisor target markets. Was this helpful?

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Midstream Marketing

AUGUST 14, 2024

This can attract clients who are looking for financial advice. Share helpful information about financial advisor services. It also helps you appear as a trusted expert in financial advice. This pitch should clearly explain what you do as a financial planner. Offer useful advice and solutions.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

The Big Picture

OCTOBER 19, 2022

RAMPULLA: Charlie Ellis, another one, you know, The Loser’s Game, his book there. Providing advice, if you think about driving investor outcomes, we have great low cost product. And it’s financial advice. So we mentioned Balchunas’ book, let’s talk about Robin Wigglesworth’s book, Trillions.”.

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Financial Advisor Clients Taxes Investing 286

The Big Picture

APRIL 25, 2023

And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. To me, it just makes more sense that your financial planner should be more like your attorney than a used car salesman. RITHOLTZ: Let’s talk about books. HAMBURGER: Absolutely.

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Compliance Clients Wealth Management Management 162

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point.

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License Financial Advisor Certified Financial Planner CFP 52

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. David Lawrence Ramsey III is a big-time American radio personality, especially in “Flyover Country,” with over 13 million listeners. Did I mention that he’s a big deal?

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Certified Financial Planner Investing Investments Portfolio 95

Sara Grillo

APRIL 10, 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.

Investments 52

Investments Investing CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

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CFP Financial Advisor Financial Planner Ethics 59

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

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CFP Financial Planner Ethics Financial Planning 80