Sara Grillo

DECEMBER 11, 2023

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this? Don’t be fooled!

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.

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Financial Advisor CFP Financial Services Education 116

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. Check out this blog I wrote about all the BS financial advisor awards. Don’t be fooled!

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Financial Advisor Fiduciary Duty Compliance Financial Advice 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. 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

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. Selling a product does not equal financial advice.

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Financial Advisor Clients Ethics Numbers 69

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. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Midstream Marketing

NOVEMBER 6, 2024

It also means knowing your target audience, creating different types of content, and using social media and SEO effectively. Building Trust Through Content Marketing Marketing is a great way to get noticed in the financial industry through effective information sharing. This also improves their online presence.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 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

International College of Financial Planning

SEPTEMBER 3, 2021

Likewise, the credentials of the financial planner should be verified. The proof should cover their academic qualification, skills, and experience in handling clients’ funds and the media reviews that may have been published over a period of time. 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

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. And if you are seeking marketing advice… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

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Insurance Retirement Financial Advisor License 59

The Big Picture

JUNE 6, 2023

SETHI: And all these this media about how the stock market was going up 15 percent a week. Media subscription should be free. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: Sure. So… RITHOLTZ: Forever.

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Accounting Numbers Budgeting Financial Counseling 130

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. Salaske: Right, now.

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CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Become A Social Media Influencer Semi-Passive Side Hustles 15. 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. There are various ways to earn money as a social media influencer. Start A Blog 9.

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Accounting Investments Investing Media 105

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. It’s key to develop a social media strategy that matches your target audience and has achievable goals. Social media and social platforms are powerful tools. What problems do they face?

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Financial Advisor Media Marketing Marketing 52

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.

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CFP Financial Planner Ethics Financial Planning 80