Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JANUARY 24, 2024

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). The Company began by launching a mobile media platform that provided browser-type functions over SMS.

Insurance 59

Insurance Clients Engineering Management 59

Sara Grillo

DECEMBER 12, 2022

For marketing tips in the transparency age…. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Matt Pruitt, CFP®, CFA®. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Ballast Advisors

JUNE 30, 2023

Large tech companies are investing billions in their quest to integrate AI-enabled features into their existing products (such as social media platforms and search engines). Smaller start-ups are raising money from venture capitalists and working quickly to develop new business models.

Communication 40

Communication Economics Taxes License 40

Sara Grillo

SEPTEMBER 26, 2022

If you are a financial planner and you’d like to learn how to communicate better… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

WiserAdvisor

FEBRUARY 14, 2024

Sneakers from high-end brands are considered highly coveted and sought after for many reasons, such as popularity, social media influence, celebrity preference, and more, ultimately leading to a substantial increase in their market value. Limited-edition releases from popular brands often create a frenzy among sneaker enthusiasts.

Investing 59

Investing Investments Retail Banking 59

Sara Grillo

SEPTEMBER 12, 2022

JR agrees, stating that 70% of CFP holders have insurance licenses. #4 JR asserts that anyone who holds themselves out as a financial planner, whether or they wear dual hats, or also are registered reps under FINRA, must follow the fiduciary standard. 4 Has the CFP Board failed to address the insurance problem – the “third hat”?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

OCTOBER 10, 2023

Talked about the process of writing the book, what it’s like to go on 60 Minutes and know that social media is gonna come at you. But, but that getting information into the markets as fast as information can be gotten to the markets that isn’t happening in crypto. They, they are phobic about media attention.

Math 162

Math Numbers Marketing Marketing 162

The Big Picture

DECEMBER 26, 2023

And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. I mean, but I think the general, it doesn’t, it wouldn’t negate, you know, the one major thing that dominates financial markets.

Marketing 162

Marketing Marketing Financial Advisor Clients 162