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. I’m writing a book about how to find a financial advisor who won’t ruin your life.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

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.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

The Big Picture

MAY 7, 2024

And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. My youngest, 00:45:56 [Speaker Changed] Well, that’s some terrible advice.

Startup 148

Startup Advertising Engineering Numbers 148

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 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

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. It’s a marketing award not a service award and the selection process is very false.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 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.

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

Midstream Marketing

AUGUST 14, 2024

This can attract clients who are looking for financial advice. Share helpful information about financial advisor services. They might need financial guidance. Trust and credibility are very important in financial services. They allow you to share your knowledge about financial services.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

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. There is a special emphasis on clear disclosure of services and their related fees.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Midstream Marketing

AUGUST 13, 2024

Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning. This shows that you are a trusted expert in financial services. However, offline marketing strategies still play a role for financial advisors.

Financial Market 52

Financial Market Planning Marketing Marketing 52

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

RAMPULLA: Charlie Ellis, another one, you know, The Loser’s Game, his book there. And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. And financial services, that’s a really good thing obviously when you have people’s money.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

The Big Picture

APRIL 25, 2023

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. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. HAMBURGER: Absolutely.

Compliance 163

Compliance Clients Wealth Management Management 163

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. Lee holds a Ph.D.

License 52

License Financial Advisor Certified Financial Planner CFP 52

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. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 12, 2022

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. & Lee L. 1139 (1988). Available at: [link].

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

RITHOLTZ: Read Sebastian Mallaby’s book on, on “The Power Law: Venture Capital” million dollar deals were literally done on a handshake. And I didn’t know what I was doing, but it was the internet anyways, but three months go by and, um, you know, we’re doing the books. The books are pretty easy to do Quicken.

Media 291

Media Investing Investments Valuation 291