International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

SEPTEMBER 26, 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. Get ready for a rumble, folks!

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

You could probably build a better communications strategy. Because how do you compete with the advisor who’s got a couple hundred million dollars, who knows the names of all their clients and all their kids, knows all their needs, goals, and objectives, is sitting down at the kitchen table with them every quarter.

Compliance 157

Compliance Clients Wealth Management Management 157