WiserAdvisor

JUNE 12, 2022

Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. In this blog, we will find out the steps you can take to lower your financial advisor fees.

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Financial Advisor Fiduciary Duty Commission Financial Planning 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The commission is the commission.

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Financial Advisor Commission Clients Insurance 52

International College of Financial Planning

AUGUST 2, 2021

There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Commission Only Advisors need to gain certification and take the Insurance IRDA Examinations IRDAI IC 38. An internationally recognized certification, it is much in demand in the financial consultancy career.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

NOVEMBER 8, 2022

Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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Compliance Wealth Management Financial Advice Financial Planning 52

Harness Wealth

JUNE 1, 2023

International Longevity Centre-UK (ILC-UK): The Value of Financial Advice The International Longevity Centre-UK conducted a study aimed at understanding the long-term effect of financial advice on wealth accumulation.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. 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. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

JULY 10, 2023

I am a CFA® charterholder and financial advisor marketing consultant. 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. And now onto the blog!

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Financial Advisor Media Communication Fee Only 72

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. 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. Are commissions bad?

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Insurance Retirement Financial Advisor License 59

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point.

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License Financial Advisor Certified Financial Planner CFP 52

International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

WiserAdvisor

AUGUST 3, 2023

They may also charge an hourly rate for every meeting you have or a commission for the financial instruments they recommend. Hourly rate: Some fee-only financial advisors charge their clients based on an hourly rate for the time they spend providing financial advice and services. Are financial advisors worth it?

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Financial Advisor Retirement Planning Fee Only Retirement 52

Good Financial Cents

APRIL 19, 2023

Consulting. Consulting is just another job – perfect for a side hustle, but not exactly passive. For consulting to be passive, you’ll need to build the practice with other people and be able to step away from the work eventually. Most brokerages no longer charge trading commissions which is a huge saving for us!

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Accounting Investing Investments Media 105

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Nationwide Financial

NOVEMBER 10, 2022

According to the Federal Communications Commission (FCC) veterans who receive calls or recorded messages from “veterans services” should be wary 9. In addition to any general financial advice you may give your active military and veteran clients, there are many free resources available to them from the U.S. Additional Resources.

Financial Planning 52

Financial Planning Planning Education Clients 52

Sara Grillo

APRIL 21, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly 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. Ethics matter in financial advice!

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Ethics Financial Advisor Clients Management 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

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Financial Planner Financial Planning Commission Sales 40

Harness Wealth

MARCH 31, 2023

If you need tax planning or financial advice for your NFTs, sign up for Harness Wealth today. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, the reader is encouraged to consult with the professional advisor of their choosing.

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Envision Wealth Planning

MAY 23, 2022

Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme.

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Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Client advocacy.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

JUNE 2, 2022

I am a CFA® charterholder and financial advisor marketing consultant. 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. So please subscribe!

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Financial Advisor Clients Ethics Numbers 69

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly 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. So please subscribe!

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Financial Advisor Portfolio Clients Management 52

Sara Grillo

APRIL 10, 2023

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses.

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Investing Investments CFP Financial Advisor 52

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide Now that we’ve covered how to think about financial planning, let’s go into step-by-step detail on how to create a personalized financial plan. Please note that the following is for informational purposes only and that this is not financial advice.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Sara Grillo

MAY 8, 2023

I am a CFA® charterholder and financial advisor marketing consultant. 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. What is Universal Life Insurance?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. I am a CFA® charterholder and financial advisor marketing consultant. It’s about to get very, very heated so let’s get on to the show!

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