International College of Financial Planning

OCTOBER 5, 2021

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? You are about to choose one of the fastest-growing career options in India.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

The Better Letter

MARCH 18, 2025

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. Gregg Nigl, a neuropsychologist from Columbus, Ohio, has come closest so far to a perfect performance.

Numbers 75

Numbers Marketing Marketing Medicine 75

The Better Letter

MARCH 16, 2023

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. Gregg Nigl, a neuropsychologist from Columbus, Ohio, has come closest so far to a perfect performance.

Math 95

Math Numbers Medicine Marketing 95

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

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Later, a questioner asked Buffett for his thoughts on Munger’s value as a financial advisor. Perhaps there are hundreds or even thousands of people who beat the market, but he wouldn’t take all advisors as a group and expect them to beat the market.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Later, a questioner asked Buffett for his thoughts on Munger’s value as a financial advisor. Perhaps there are hundreds or even thousands of people who beat the market, but he wouldn’t take all advisors as a group and expect them to beat the market.

Investing 52

Investing Investments Ethics Taxes 52