Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. What is a financial paraplanner? How do you get a job as a financial paraplanner?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

JANUARY 8, 2024

As many corporate employees tend to have smaller account sizes, this entire group would be shunned by the typical financial advisor who usually has high account minimums of $1MM or above. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Carson Wealth

JULY 12, 2022

The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . Three broad financial planning designations include: . Life Insurance.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. Clients now want financial advice online. This means having an easy-to-use website, interesting content, and being active on social media. Social media platforms, like LinkedIn and Facebook, are important too.

Marketing 52

Marketing Marketing Media Engineering 52

eMoney Advisor

JUNE 6, 2023

This causes many to question whether financial professionals have their best interests in mind and leaves financial planners the task of turning mistrust into understanding and action. But despite their reluctance to trust, the demand for professional advice is rising in the wake of financial stress and anxiety.

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

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

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Midstream Marketing

DECEMBER 10, 2024

Consistency is key: ensure your branding is uniform across your website, social media, emails, and marketing materials. Social Media Engagement Social media is a powerful tool for advisors to establish an online presence and reach potential clients. Always follow the rules for sharing financial information on social media.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Midstream Marketing

AUGUST 14, 2024

Understand why social media marketing is important on sites like Facebook and Instagram. Introduction For a financial advisor, getting new clients is very important for business growth. This can attract clients who are looking for financial advice. Share helpful information about financial advisor services.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

Midstream Marketing

OCTOBER 29, 2024

This guide offers helpful tips to create a good advertising plan in the financial services area. This includes using social media, improving your SEO, and designing effective email campaigns. Strong advertising can boost your marketing efforts as a financial planner. We will look at different parts of digital marketing.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

NOVEMBER 12, 2024

This simple practice ensures that you never miss an opportunity to make a lasting impression and potentially gain new financial advisor prospects through effective networking. Key Highlights Find new ways to get better at being a financial advisor. Discover how to create a strong online presence and use social media to attract leads.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

The Big Picture

MAY 7, 2024

She had very senior roles at places like Yahoo, Pinterest, demand Media Business Week. So I went to a company called Demand Media, which was sort of the first reverse engineering of the algorithm. And then we’d write that content and it was called Demand Media. It should have a world class media it, right.

Startup 147

Startup Advertising Engineering Numbers 147

Sara Grillo

DECEMBER 12, 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. “Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.”

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Midstream Marketing

JANUARY 28, 2020

To be the most successful financial advisor you can and to convince someone as quickly as possible that you alone can help them accomplish their financial goals, you need more than just a website. Do you offer personalized financial advice? Are you and your team members certified financial planners?

Financial Advisor 52

Financial Advisor Certified Financial Planner Sales Clients 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. However after doing so, Out of the Office Planning was never the same.

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). What are the drawbacks of charging an hourly fee for financial advice? Rick, welcome to the show.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. Find out by listening to the show.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 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.

Investing 52

Investing Investments CFP Financial Advisor 52

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

BlueMind

JULY 15, 2022

Bringing together the trading operations from differing communication mediums such as emails, phone calls, chat messages, and social media is still a challenge, one which regulatory authorities are still struggling to streamline. Protecting client data is one of the keys to saving yourself from compliance hurdles.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Become A Social Media Influencer Semi-Passive Side Hustles 15. There are various ways to earn money as a social media influencer. Start A Blog 9. Sell An E-book 11.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

APRIL 25, 2023

And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. To me, it just makes more sense that your financial planner should be more like your attorney than a used car salesman. HAMBURGER: Or it’s on social media, right? HAMBURGER: Absolutely.

Compliance 162

Compliance Clients Wealth Management Management 162