
Transparent Advisor Movement: Immersion 2024
The Transparent Advisor Movement is taking St. Louis! Will you join us? When: Wednesday, March 13th – Thursday, March 14th, 2024 Where: DoubleTree by Hilton St. Louis
The Transparent Advisor Movement is taking St. Louis! Will you join us? When: Wednesday, March 13th – Thursday, March 14th, 2024 Where: DoubleTree by Hilton St. Louis
Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet.
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
Here is a template and some model text for a flat fee advisor website. Please note: This is just a model. The text in parenthesis,
The Transparent Advisor Movement’s mission is to promote ideals of: Clarity, Modesty, Integrity, Fairness, Logic, and Client advocacy in all aspects of financial advice, with
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
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 –
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,
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
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,