Sara Grillo

AUGUST 14, 2023

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. Why is the fiduciary standard important in financial advice? Commissions are opaque. Insurance is opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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

The Big Picture

MAY 7, 2024

And so I ended up working at Business Week Magazine for almost 13 years. But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. Moms would ping her every day about financial advice.

Startup 146

Startup Advertising Engineering Numbers 146

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. 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. 2022, August 1). CFP® Professional Demographics. 2013, March). 2019, July 30).

CFP 59

CFP Financial Advisor Financial Planner Ethics 59