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. While financial planning has become more popular, it’s still not center stage for most advisors.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. Those are active wealth management and financial education.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. About Bryan Lee, CFP ®. Develop a blog content calendar.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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. I work with a few advisors who are bound to the AUM model.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

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). But the idea of becoming an hourly financial planner is met with such resistance you would think you told people to saw off their left arm.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

APRIL 25, 2023

I’ve been saying, I don’t see how they don’t collapse under the weight of their own fees churning underperformance and the lack of a fiduciary standard. To me, it just makes more sense that your financial planner should be more like your attorney than a used car salesman. But that’s starting to change.

Compliance 163

Compliance Clients Wealth Management Management 163

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: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59