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: Before we get into it, I’m assuming you’re visiting
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
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
Today I have Rick Ferri with me who is an hourly financial advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast.
I established this page to talk about marketing for flat, advice only, and hourly fee financial advisors in the hope that it can be a
Be scared, because flat fee financial advisors are about to steal your clients. And if you don’t believe me, listen to this podcast. Even if you have
