Should you die and go to hell before selling an annuity?
Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? Is selling annuities to them the
November 14, 2022
Author: saragrillo
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Use this template for a flat fee advisor website!
Here is a template and some model text for a flat fee advisor website. Please note: Before we get into it, I’m assuming you’re visiting
November 8, 2022
How to sniff out a lying grifter in a Form ADV
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information
October 31, 2022
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! There are better
October 21, 2022
What is the future of financial advisor fees?
In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value
October 10, 2022
Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically
September 26, 2022
The Transparent Advisor Movement
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
September 17, 2022
Should you cancel your CFP designation? (heated debate!)
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not.
September 12, 2022
A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?
In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a
August 15, 2022
Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)
I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN
July 18, 2022
