Carson Wealth

NOVEMBER 14, 2023

With $150 million in assets, Main Street Financial Group, located in Milton, Georgia, has been a steadfast presence in its community for 21 years, providing comprehensive financial services to its clients. Sharing his perspective on the partnership, wealth advisor, G.C. The addition of advisors like Paul and G.C.

Financial Services 52

Financial Services Clients Wealth Advisor CFP 52

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

Midstream Marketing

NOVEMBER 12, 2024

Introduction In the tough world of financial services, financial advisors must grow their client base by prospecting for new advisors and prospective clients. This means finding and reaching out to potential clients who will appreciate your services. These can also answer common questions about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Harness Wealth

AUGUST 13, 2024

As Harness celebrates this achievement, the company remains focused on building better tax and financial services solutions for advisors & consumers, with the continued development of the Harness for Advisors platform as well as its consumer marketplace. For complete results of the Inc. For complete results of the Inc.

Startup 52

Startup Taxes Media Recruitment 52

Walkner Condon Financial Advisors

JUNE 2, 2023

According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field. In order to share this opportunity with other women, we need to take into account how those newer to the financial services profession are mentored.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. professional services, consulting, law, health, financial services, farming, among others). Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

OCTOBER 31, 2022

I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. There is a special emphasis on clear disclosure of services and their related fees. I wrote these blogs, you may want to read them to be a more informed consumer.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

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

Midstream Marketing

AUGUST 14, 2024

This can attract clients who are looking for financial advice. Share helpful information about financial advisor services. They might need financial guidance. Trust and credibility are very important in financial services. They allow you to share your knowledge about financial services.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

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.

Sales 40

Sales Ethics Fee Only Commission 40

Sara Grillo

AUGUST 26, 2024

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales.

License 52

License Certified Financial Planner Financial Advisor CFP 52

WiserAdvisor

AUGUST 18, 2023

This might be concerning if you have a smaller investment portfolio or seek one-time financial advice. When you purchase any of these assets, the financial advisor receives a commission from the sponsoring company, which helps them earn money. The more clients they convince to purchase these products, the higher their earnings.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

The Big Picture

MAY 7, 2024

So I went to Yahoo and worked on their revenue and sales and marketing for a few years. And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders.

Startup 147

Startup Advertising Engineering Numbers 147

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. 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. Doug Twiddy. Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Inside Information

SEPTEMBER 28, 2021

This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

APRIL 10, 2023

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales.

Investments 52

Investments Investing CFP Financial Advisor 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

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Midstream Marketing

AUGUST 13, 2024

Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning. Email Marketing Techniques That Convert Email marketing is a strong tool for financial advisors. It helps them talk to clients, share useful info, and increase sales.

Financial Market 52

Financial Market Planning Marketing Marketing 52

The Big Picture

OCTOBER 19, 2022

And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. You know, you got to make sure you can handle the volumes, both from an investment perspective, but also importantly, from a processing and client service perspective. And it’s financial advice.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

The Big Picture

APRIL 25, 2023

We had to do a for sale by owner because if we sold it using a broker, we would have been way underwater. Everything’s for sale. HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. & Lee L. 1139 (1988).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

I don’t know I was for sale. The sale of Wallstrip. LINDZON: He went and cut the deal of the century, I imagine, with Twitter, some poor sales kid, a GNIP inside Twitter comes to Bloomberg, like a, like a cub into a wolf den. So I was very heavy in financial services stock, which was a great lead gen engine.

Media 290

Media Investments Investing Valuation 290