Financial Advice Investment Planning Sales 
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?
Sara Grillo
OCTOBER 31, 2022
If you’re a financial advisor reading this and you want to leave more about how to present yourself in a fair, logical, and transparent way, join the Transparency Advisor Movement. There is a special emphasis on clear disclosure of services and their related fees.
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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. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.
Sara Grillo
NOVEMBER 14, 2022
Salaske says he has a big problem with insurance and annuity sales when large RIA firms will claim not to sell insurance or sell annuities, and then in their 50 page ADV you see that their independent representatives will sell insurance in their individual capacities (whatever that means!).
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., I don’t care what that sales rep is making. “Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” Doug Twiddy. Who cares? I really don’t.
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.
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. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.
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