Sara Grillo
JUNE 24, 2024
But before we get into it… 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! I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.
Sara Grillo
JANUARY 8, 2024
I am a CFA® charterholder and financial advisor marketing consultant. 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. And now let’s get onto the blog!
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Ballast Advisors
OCTOBER 10, 2023
Yes, those dreaded expenses can quickly shake our budget stability if we’re not careful. At Ballast Advisors, we’re all about creating a comprehensive financial planning strategy that considers every season of the year, especially the high-spending final months. While research says U.S.
Harness Wealth
MAY 25, 2023
Hourly Fee Fee charged per hour of advice. Between $120 and $300 per hour A 2-hour consultation could cost between $240 and $600. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000. Understand Their Fee Structure : Confirm that the advisor’s fee structure aligns with your budget and preferences.
WiserAdvisor
AUGUST 3, 2023
A financial advisor’s service is equally significant when assessing their value proposition. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.
Sara Grillo
NOVEMBER 13, 2023
The impact of their healthcare choices on their financial plan – healthcare is a large line item. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” How do people get help?
eMoney Advisor
JUNE 6, 2023
Research shows that those with higher levels of financial knowledge are more likely to exhibit positive financial behaviors and make responsible decisions. 1 As financial markets and tools continue to become increasingly complex individuals may experience feelings of lower confidence resulting in financial anxiety and stress.
Expert insights. Personalized for you.
59 
Let's personalize your content