Sara Grillo

AUGUST 26, 2024

Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. I am a CFA® charterholder and I used to be a financial advisor. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

License 52

License Financial Advisor Certified Financial Planner CFP 52

Good Financial Cents

JULY 13, 2022

As a financial advisor, I use my authority blog to teach people about personal finance and the tools they can use to build long-term wealth. You can use Flippa to buy affiliate websites, authority blogs, eCommerce stores, SaaS businesses, mobile apps and more. 1: Authority Blog: GoodFinancialCents.com.

Investing 78

Investing Investments Accounting Media 78

Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation.

Investing 52

Investing Investments CFP Financial Advisor 52

FMG

MARCH 20, 2024

Top 4 Live Chat Widgets for Financial Advisors Once you decide to add the live chat tool to your website, the next question is: which one should you use? Our favorites for advisors include MyRepChat , Live Chat , Drift , Sumo Chat , and LiveAgent , and here’s why: 1.

eCommerce 52

eCommerce Financial Planner CFP Management 52

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be.

Accounting 69

Accounting eCommerce Investing Investments 69

Good Financial Cents

DECEMBER 13, 2022

This compares very favorably to the 1% or more that most financial advisors charge. You can take steps to start your own blog or ecommerce business, or buy existing an existing website using a platform called Flippa.com. My Betterment investing review explains how the platform works. Learn more about Betterment. Open a Roth IRA.

Investing 87

Investing Investments Accounting Certification 87

Good Financial Cents

NOVEMBER 16, 2022

Some examples include: Authority websites eCommerce store Digital products like eBooks and courses Domain names you can buy and sell Email lists you can build and sell to others Subscription sites that require monthly or annual fees Mobile apps YouTube channels that are ultimately monetized Social media channels that are monetized over time.

Investing 59

Investing Investments Accounting Certification 59