Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? Lisa (22) begins working for Social Media, Inc. Lisa decides to contribute $6,000 annually (or $500 a month) into this plan. Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq., Managing Partner, Wealth Solutions? .

Retirement Planning 67

Retirement Planning Risk Tolerance Retirement Budgeting 67

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

AUGUST 25, 2023

Black Mammoth www.blackmammoth.com Avg account size: $46,000 Niche: Business Owners – Athletes, LGTBQ, Minority, Women Services: My services aren’t based on AUM or Investment Only, so I have DIY services and a full financial planning retainer model. Note: Stoy holds an insurance license.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

DECEMBER 12, 2022

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. Matt Pruitt, CFP®, CFA®. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

MAY 16, 2022

Jon Luskin, CFP. He provides a portfolio second review service that shows you what is needed for you to meet your financial goals, and provides you with a simple investment plan that you can implement on your own. Cody Garrett, CFP, is an advice-only financial planner. Measure Twice Financial.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

License 52

License Financial Advisor Certified Financial Planner CFP 52