International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Presenting with Panache: Your voice matters.

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Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

JULY 10, 2023

The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Role of International College of Financial Planning ICOFP is crucial in helping aspiring individuals clear the CFP exam and become certified financial planners. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Sara Grillo

SEPTEMBER 18, 2022

I’m declaring war on : closedness, half truths, non truths, ignoring, passive aggression, deception, control and manipulation, all of which are fully present in the world of financial advice today, which is why the Transparent Advice Movement is so important. Ethical financial advisors. Should you cancel your CFP designation?

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Financial Advice Financial Advisor Communication Consulting 59

Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. Let’s get into it, folks! Here are tips.

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Financial Planning Planning Financial Planner CFP 52

Sara Grillo

AUGUST 25, 2023

I have no formalized business relationship with any of the firms listed on this list at the present time. Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries.

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Financial Advisor Accounting License Financial Planning 52

Sara Grillo

APRIL 19, 2024

This is the blunt truth about financial advisor succession planning (or lack thereof): until you have a living, breathing person that you can present as your successor, there is no true assurance that they’ll be taken care of. Volunteer as a mentor with the local FPA, CFP society, CFA society, etc.

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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CFP Financial Planner Ethics Financial Planning 80