Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. Serving 401(k) plans on a flat fee financial basis Sounds great – but is this scalable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

International College of Financial Planning

AUGUST 2, 2021

These include – Education – Some self-trained Financial Advisors have spent years in the industry and gained insights into this trade and have done well for themselves. However, this isn’t what you are aiming for and to find your foot in the industry you will need the right kind of education.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

JULY 22, 2022

The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. Do note that you will have to pay the fees in the present no matter how your returns turn out in the future.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Be Clear on Fees Recent research from Fidelity shows 74 percent of investors age 30 to 39 are willing to pay for financial advice. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

International College of Financial Planning

SEPTEMBER 3, 2021

The proof can be in the form of an educational certificate or a professional license or any other document that will provide the best evidence of your identity. Check the planner’s credentials and ask them some new trends about the financial markets. In the field of financial advice, a value proposition can be clearly identified.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. There are websites such as NAPFA, fee only network and XYPN that offer advisor search directories.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is an emphasis on logical and clear disclosure of services and their related fees. Client advocacy. What can advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. In Salaske’s view, education is the issue because annuities are sold products. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

APRIL 25, 2022

On top of that, freelancers generally have to wear many hats and are more amenable to delegating responsibilities outside of their professional expertise…and most neither know how to nor have the time to wear the “financial planner” hat. How are you getting COIs involved? I work with a few advisors who are bound to the AUM model.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Inside Information

OCTOBER 30, 2021

Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financial advice. Is this a way of saying that the real professionals in the advisory world have grown complacent?

CFP 40

CFP Commission Investments Investing 40

The Big Picture

APRIL 25, 2023

And so, I started to see, you know, what he’s done with his law school education. HAMBURGER: — and him and I are still in touch to this day, but it’s people like that who take the education and really make it their own that really inspired me. And so, I joined to get free boating education. Coast Guard.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). What are the drawbacks of charging an hourly fee for financial advice? That’s how you get paid.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 26, 2022

JR: Well, one of the things that Robert, you mentioned last week, and I totally agree with, is that a problem with financial planning being regulated as it is today by the SEC, is that there is no educational requirement to become a financial planner. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59