Sara Grillo

JANUARY 8, 2024

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. And now let’s get onto the blog! For such a recommendation, consult with a financial advisor.

Accounting 64

Accounting Consulting Consultants Due Diligence 64

Fortune Financial

JANUARY 11, 2024

Additionally, enriching this knowledge base by bringing in external experts or consultants for specialized topics can give employees a deeper understanding of their benefits, providing employees with the information needed to enjoy what the company offers. Please consult with a qualified professional for this type of advice.

Education 59

Education Legal Taxes Consulting 59

Diamond Consultants

SEPTEMBER 20, 2022

This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure. For example, many wirehouse advisors who leverage the firm’s CIO portfolios are surprised to find that similar products are comparably “expensive” in the independent space.

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52