Sara Grillo

AUGUST 26, 2024

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. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Clever Girl Finance

JULY 6, 2023

Comparatively, accounting requires more formal training and licensing. You’ll need to obtain the proper licensing for your state , set up a welcoming care space, and consider how you’ll handle the thousand things that kids can need. It’s completely up to you how many clients you take and how often you work!

Clients 105

Clients Media License Advertising 105

Clever Girl Finance

DECEMBER 5, 2022

Book flights and organize itineraries for your clients when they travel. Help with email marketing for your clients. You can also respond to messages and help keep your client's emails organized. Help your clients to reach potential customers by cold calling. Your clients may ask for help writing blog posts.

Media 98

Media Clients Management Accounting 98

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. Thanks for reading.

Investing 52

Investing Investments CFP Financial Advisor 52