Sara Grillo

JULY 8, 2022

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. Judson Meinhart, CFP®, BFA . So please subscribe! Twenty-seven of them eventually became new clients.

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International College of Financial Planning

JULY 31, 2023

Sudden Outflows/Medical Emergencies: Medical treatments can be expensive and deplete your savings in unforeseen circumstances. Proper planning should account for medical emergencies and unexpected financial needs. Investing in instruments that offer returns higher than the inflation rate is crucial.

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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). But the idea of becoming an hourly financial planner is met with such resistance you would think you told people to saw off their left arm.

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Your Richest Life

JULY 17, 2023

For example, if you are a physician, nurse or other medical professional, or work for the government or a nonprofit, you may be eligible for Public Service Loan Forgiveness (PSLF.) About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

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International College of Financial Planning

MARCH 11, 2023

It ensures you have enough savings and insurance coverage to protect your assets and financial stability, providing financial security. Financial planning can be of great help when dealing with unexpected expenses such as medical bills or car repairs by enabling you to build an emergency fund.

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Carson Wealth

DECEMBER 7, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,  Managing Partner, Wealth Solutions  . If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   .

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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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eMoney Advisor

NOVEMBER 17, 2022

As a financial planner, you may also dread conversations about “getting affairs in order” for a client. This is the first advance care plan to address personal, emotional, and spiritual wishes, in addition to medical treatment. Attendees will be eligible to earn 1 CFP® CE credit. A bit less than half of U.S.

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Your Richest Life

MARCH 26, 2025

If youre nervous about investing or unsure of where to start, consider working with a financial planner to help you get on the right track. Note for medical professionals: Think about hiring someone to help you negotiate your contract when you’re considering a new position. But you dont have to do it alone.

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