What does a financial advisor do? (day in the life of a financial advisor)
This isn’t some made up crap because I want to sell on something. Here are real accounts of what a day in the life of
July 8, 2022
Author: saragrillo
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What’s it like being an Edward Jones financial advisor?
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha,
June 20, 2022
Why useless financial advisor rankings lists should be put to rest!
This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media,
June 2, 2022
Advice-only financial planners are stealing the show!
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is –
May 23, 2022
Low cost financial advisors who WON’T cost you a bloody fortune!
Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people,
May 16, 2022
Don’t poison your clients’ portfolios with Direct Indexing!
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as
May 9, 2022
Wild, wacky niches and target markets for financial advisors (+ examples)!
Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of
April 25, 2022
Here are some examples of things Ethical Financial Advisors do
I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody
April 21, 2022
Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support,
April 11, 2022
Two sentence financial advisor email sequences that WON’T make you sound like a teenager
There’s so much useless crap advice on the subject of financial advisor prospecting emails. Here are some sample email sequences you can use when you
March 28, 2022
