Certified Financial Planner Sales Wealth Advisor 
Darrow Wealth Management
NOVEMBER 4, 2024
Not all advisors are fiduciaries. Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. A note of caution on near me searches.
Indigo Marketing Agency
APRIL 28, 2023
Unfortunately, this is the most common headline I see for advisors. Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group.
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Sara Grillo
DECEMBER 12, 2022
I don’t care what that sales rep is making. A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA).
The Big Picture
OCTOBER 19, 2022
Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. So Jack hates ETFs, doesn’t like advisors, and he hates sales.
Sara Grillo
SEPTEMBER 26, 2022
I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Salaske: What is an investment advisor? Now, granted, I don’t think that that’s true.
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