Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. What about ethics? Those are typically advisors who charge commissions, either as their sole form of compensation or in combination with AUM fees. Number of employees per client?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Are commissions bad? Salaske said he wonders if the people who really need them are getting sold annuities that don’t produce a huge commission. Macchia says that agents would be happy to take even a small commission. Macchia says they are not bad, they’re just a different way to get paid.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

JUNE 12, 2023

Our scheduled meetups are here: June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 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. So ethically, I think it applies everywhere.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Tucker Advisors

AUGUST 9, 2021

When advisors are not fiduciaries, they follow what is called the “suitability” requirement, which is basically an ethical call to follow the same prioritization of interests. That story, because of its sensationalism in the media, became somehow representative, when in fact, it really isn’t at all.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

Good Financial Cents

APRIL 19, 2023

Become A Social Media Influencer Semi-Passive Side Hustles 15. Most brokerages no longer charge trading commissions which is a huge saving for us! Open an Account Commission-free investing Allows fractional shares in stocks, ETFs Small minimum investment: $100 5. There are various ways to earn money as a social media influencer.

Accounting 105

Accounting Investing Investments Media 105

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Better Letter

APRIL 27, 2023

Today’s polarized reality, with media subscribers demanding what they want to read, see, and hear (Fox: “We report what you decide”), makes getting to the best possible approximation of the truth an increasingly aspirational endeavor. .” It’s abject, conspiracist nonsense. Many are indeed fundamental.

Banking 74

Banking Media Ethics Compliance 74

The Big Picture

SEPTEMBER 17, 2024

Some people point to Citizens United, some people talk to how toxic social media, I’m assuming it’s much more complex than either of those answers, but, but what’s your perspective? Don’t get, make ethical mistakes because in the end, you could ruin your entire life. If you interview Bill Clinton or George W.

Government 163

Government Recruitment Education Investments 163

The Better Letter

MARCH 2, 2023

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. Then again, our values and desires make our search for truth harder still. Apparently, journalists had never done that before.

Ethics 86

Ethics Government Food Accounting 86