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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

I don’t care what that sales rep is making. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Doug Twiddy has spent 15-years assisting financial planners and wealth advisors with guidance on proper planning strategies for their clients.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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