The Transparent Advisor Movement’s mission is to further the ideals of:
- Honesty
- Integrity,
- Humility,
- Fairness,
- Logic, and
- Advocacy
in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is an emphasis on logical and clear disclosure of services and their related fees.
The Transparency Movement is the future of the industry – and those who join us are the ones who are called.
This webite has been replaced by a new one which you can visit here:
Code of Conduct and Safety Policy
To ensure an inclusive environment, discrimination or harassment in any form is prohibited in any and all activities held by the Transparent Advisor Movement, including but not limited to:
- Sexual harassment
- Racism
- Sexism
- Ageism
- Homophobia
- Transphobia
- Ableism
- Physical aggression or harm
If you experience any of the aforementioned instances of misconduct, or any others not included on this list, please report it to me, Sara Grillo, in person and via email at sara@saragrillo.com.
The Code of Conduct applies to all participants. Choosing to join this movement evidences your cooperation and agreement with the policy.
Let’s talk about sexual harassment
Sorry for mentioning this, but I really want to get this out in the open.
Sexual harassment is a big problem in our industry.
Sexual harassment spans the broad range of an inappropriate look, touch, comment, or written messages. There is a “no tolerance policy” when it comes to sexual harassment at all activities in the Transparent Advisor Movement. Everyone attending, men and women alike, is expected to abstain from sexual harassment.
Often times, sexual harassment is unintentional and resulting from miscommunication. The way we avoid sexual harassment is through clarity and communication about boundaries.
I don’t want anyone to feel like you can’t be yourself. I want everyone to feel comfortable, relaxed, and safe. Everyone – every man, and every woman.
So to do that, here are some boundaries I suggest we consider:
- Exercise caution when given the opportunity to hang out in private, one on one, with anyone of the opposite sex. For example, going to someone else’s hotel room for a prolonged amount of time. Instead, I would suggest meeting in the hotel lounge or another public area.
- Stay sober. You can have fun socially without drinking alcohol or consuming any type of mood-altering substance. I encourage you to abstain from this, as it may lead you to let down your boundaries/impose on other people’s boundaries without full consciousness you are doing so.
- Be conservative and think twice when commenting on anyone’s appearance. This includes their dress, age, attractiveness, etc. What may be intended as a compliment may be misinterpreted between two people who don’t know each other well.
- Exercise caution and try to avoid touching anyone else other than a handshake. When people don’t know each other well, touch can be misconstrued.
- Try to be aware of body language clues other people may be giving you. If somebody seems to want more space, give it to them.
- We should all, men and women alike, be aware of the signals we are giving with how we dress. Clothing choice affects how people perceive us and what our intentions are.
- In general, if you aren’t sure if something could be misconstrued, hold back. Better safe than sorry. Remember, you can think about committing this action at a later point, once the signals are clear that it’s okay with the other person. If it’s not completely clear that the person is okay with something, abstain.
Let’s be clear about boundaries, and honor them, as they can help us avoid awkward social situations. They aren’t constructed to kill the good vibe or ruin the fun; on the contrary, boundaries help us make sure we all are safe, and that everyone can be free to be themselves without having to worry.
