Financial Consultant Financial Services Sales 
NAIFA Advisor Today
OCTOBER 6, 2023
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.
Trade Brains
JULY 28, 2023
Best Low PE Penny Stocks #1 – BN Rathi Securities BN Rathi Securities Ltd is a stock broking firm that provides integrated services including the entire spectrum of activities relating to financial market transactions. The sales and net profits have increased from Rs 43 Crs to Rs 46 Crs and Rs 5 Crs to 7.5 ROE (in %) 19.3
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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.
Sara Grillo
DECEMBER 12, 2022
I don’t care what that sales rep is making. I hope you’ll at least join my weekly newsletter about financial advisor lead generation. I also partner with E4 Insurance Services, a full-service brokerage agency to help noninsurance-oriented professionals (CFP’s, CFA’s, investment advisors, etc.) Who cares? I really don’t.
Sara Grillo
SEPTEMBER 12, 2022
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. JR and Wright agree that the CFP Board could impose fiduciary standards on the sale of non-variable insurance products. About Robert Wright, CFP®.
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