Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Financial Advisor FAQs 1.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Those seeking professional advice may do so by consulting with a professional advisor.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

Sara Grillo

JUNE 24, 2024

But before we get into it… 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. Don’t be fooled! I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Insurance 59

Insurance Math Financial Advice Compliance 59

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. What Is a Certified Financial Planner®?

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Don Connelly & Associates

MAY 6, 2024

In today's complex financial landscape, being knowledgeable and able to connect with people is not enough. Clients expect more from you as their financial advisor. They expect you to lead them to financial security. Why bother with anyone else?

Financial Advisor 52

Financial Advisor Clients Financial Advice Ethics 52

Sara Grillo

NOVEMBER 8, 2022

Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! Please view my Code of Ethics here (insert hyperlink). You should ask compliance for them. I have a gazillion free resources that can help you! Business owner.

Compliance 52

Compliance Wealth Management Financial Advice Financial Planning 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Together with Rianka R. Peter Lazaroff.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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. Don’t be fooled! I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… 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. Don’t be fooled!

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

International College of Financial Planning

MAY 20, 2024

Opting for a job oriented course after graduation in wealth management can be particularly advantageous, offering a direct route into a vibrant and lucrative financial sector. Utilize job boards, industry newsletters, and network connections to gather comprehensive information. Progression to Middle Management: Asst.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. Job Opportunities for Investment Advisors The demand for investment advisors is steadily growing in India.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Inside Information

OCTOBER 29, 2023

Doctors, CPAs and (to some extent) lawyers have this built into their codes of ethics and professional DNA—and why should advisors be any different? If you’re looking for sound financial advice on any important topic, come in and let us see if we can help you. If we can’t, we’ll tell you, and help you find someone who can.

Sales 40

Sales Ethics Fee Only Commission 40

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

MARCH 13, 2023

According to Bak, assets don’t care about the ethics of their investors. The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models.

Financial Advisor 59

Financial Advisor Assets Management License 59

Sara Grillo

JANUARY 9, 2023

in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

International College of Financial Planning

SEPTEMBER 3, 2021

In the field of financial advice, a value proposition can be clearly identified. A financial plan isn’t just about peace of mind – it’s about improving the quality of life and security of your clients as well. Financial advisors today are better equipped to help their clients make informed choices about their finances.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Midstream Marketing

NOVEMBER 6, 2024

The Role of Content Marketing in Finance Content marketing for financial advisors is about providing useful information to the people you want to reach. It helps potential clients understand tough financial topics. You should share resources that connect to their financial goals and concerns.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement.

Retirement 52

Retirement Portfolio Investments Investing 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?

Clients 162

Clients Investments Investing Management 162

Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Look for freelancers with a strong work ethic who provide quality results. Pro Tip: Create several packages at different price points.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

JUNE 6, 2023

So, I was studying human behavior, persuasion, and I was really, it reminded me of that book “The Emperor Has No Clothes” because the advice that we all get about money, for the last 30 plus years, makes no sense if you understand psychology. I go, good information has nothing to do with time. Do it my way.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Sara Grillo

JUNE 17, 2024

But before we get into it… 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. Don’t be fooled! Why is there a problem? It’s simple.

Insurance 59

Insurance Financial Advice Math Compliance 59

WiserAdvisor

NOVEMBER 21, 2022

One only earns the title of a CFP after years of rigorously studying, completing multiple standardized tests, gathering years of experience in the industry, and having a strong grasp of ethics. The purpose of a CFP is to bridge this gap and act as a reliable source of information to help people achieve their life goals.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Nothing in these materials may be construed as an investment, insurance, or financial recommendation.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: I can understand that being the argument.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Midstream Marketing

NOVEMBER 5, 2024

The Importance of Social Media for Financial Advisors A strong social media presence is very important in the tough financial services industry today. Many potential clients look online for information. They want advice and want to connect with professionals like you. Why is this important? It also needs consistency.

Media 52

Media Financial Advisor Marketing Marketing 52