Sara Grillo

OCTOBER 31, 2022

Only certain types of financial professionals file a Form ADV. If the person is an insurance agent or solely a broker selling commission-based products, they will not have to file a Form ADV. Such folks will need to register with other entities, such as their state’s insurance commissioner or FINRA, respectively.

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Financial Advisor Commission Clients Compliance 110

International College of Financial Planning

MAY 20, 2024

Let’s have a look at how you can achieve success in your career after completing an Integrated Diploma in Wealth Management at ICOFP: Initial Position: Sr Executive – Wealth Start your career by managing client portfolios and providing tailored financial advice. Progression to Middle Management: Asst.

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Wealth Management Management Certification Certified Financial Planner 52

International College of Financial Planning

FEBRUARY 23, 2024

This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning. It equips individuals with the necessary knowledge and skills to offer comprehensive financial advice, manage wealth, and navigate clients through complex financial decisions.

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Financial Planner Certification CFP Certified Financial Planner 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. The insurance policies will lapse.

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Insurance Retirement Financial Advisor License 59

Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. 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.

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License Certified Financial Planner Financial Advisor CFP 52

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Safeguarding your well-being is important.

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Retirement Portfolio Investing Investments 52

Sara Grillo

DECEMBER 12, 2022

” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. Is that a fee? What do you think? Doug Twiddy.

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Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. They help prepare a retirement plan based on a client’s financial needs and goals.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. 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.

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Investing Investments CFP Financial Advisor 52

WiserAdvisor

NOVEMBER 21, 2022

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Retirement planning, estate planning, tax planning.

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Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

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Financial Planner CFP Financial Planning Education 52

Sara Grillo

SEPTEMBER 26, 2022

And that’s actually not true, it’s actually the term financial planner is specifically regulated by the SEC, SEC interpretive release 1092, the applicability of the Advisors Act to financial planners clearly states that. The confusion is with the CFP. That’s where the confusion is coming from.

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CFP Financial Advisor Financial Planner Ethics 59

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. Source: SEC. Source: CFP Board.

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