Ethics Financial Advice Sales 
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.
Sara Grillo
OCTOBER 31, 2022
As an aside, please do not interpret this as legal advice of any sort, and it’s also not an endorsement of any particular person mentioned herein. If you are checking out a financial advisor, do your own research and consult with an attorney if need be. Ethics matter. Top Advisor Lists are Bullcrap.
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Inside Information
OCTOBER 29, 2023
I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary). And then you can say that working for you, rather than against you, us just the beginning.
Indigo Marketing Agency
DECEMBER 19, 2022
She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. She was also named a Top 10 Financial Advisor by Investopedia.
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.
International College of Financial Planning
JULY 10, 2023
Their tasks include regularly reviewing the credit histories of existing and potential customers to assess their creditworthiness and ensure their contributions to the company’s sales. By meeting these criteria, you demonstrate your commitment to providing reliable and knowledgeable financial advice to clients.
International College of Financial Planning
SEPTEMBER 3, 2021
In the field of financial advice, a value proposition can be clearly identified. It has established a rigorous certification program to provide a uniform standard of education, experience, and ethical conduct for those using the CFP® marks. You need to find a financial advisor who’s good at what they do.
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