Sara Grillo

AUGUST 15, 2022

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. Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.” So please subscribe!

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Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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Consulting Consultants Legal Taxes 98

Indigo Marketing Agency

SEPTEMBER 9, 2020

Could you be making the following blogging mistakes? But having worked in this industry for quite some time, I’ve come to realize some common blogging mistakes advisors make when creating their own content. We put together a list of 170+ content ideas for financial blogs. Are you interested in creating your own content?

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Prospects Taxes Consulting Consultants 52

Sara Grillo

MAY 9, 2022

For those of you who are new to my blog/podcast, 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. 2 Tax harvesting benefits are exaggerated. Tax loss harvesting can also be very hard to control.

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Portfolios Consulting Consultants Taxes 72

Sara Grillo

OCTOBER 31, 2022

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 you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 We hope our blog on how to read Form ADV is helpful to you.

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Securities and Exchange Commission (SEC) Legal Assets Consulting 110

Integrity Financial Planning

SEPTEMBER 11, 2023

Most retirees take the standard deduction on their taxes as opposed to choosing to itemize. [1] 1] But, as of the 2017 Tax Cuts and Jobs Act, the only way to benefit tax-wise from donations is to opt to itemize. [1] This may allow your children to itemize their taxes and reduce their tax bracket beyond the standard deduction. [1]

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Integrity Financial Planning

AUGUST 28, 2023

Making the Calculation One of the most important things to consider if you’re making the conversion to a Roth IRA is this: If you have a traditional 401(k), the money in the account is pre-tax, which means you will have to pay full income taxes on what leaves that account. [1] The post Should I Convert My 401(k) To A Roth IRA?

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Taxes Consulting Consultants Legal 95

Sara Grillo

MAY 24, 2024

Example: in January you sent them an email about when the expect their tax documents from their brokerage firm. So January’s blog would be entered on the marketing calendar as: “When should I expect my tax documents from my brokerage?” Sara G Did you sign up for my daily newsletter ?

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Consulting Consultants Taxes Companies 52

The Motley Fool

JANUARY 25, 2024

Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. I'm warming up to the guy.

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Walkner Condon Financial Advisors

APRIL 26, 2024

For more on high-yield savings accounts, check out this blog post from last year by my colleague Alicia Vande Ven. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

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Finance Financing Accounting Education 103

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

You also may be able to make after-tax contributions into your 401k as well to get up to the limit. While they are not tax deductible, the gains in the account will be tax deferred. Check out our blog post HERE to learn more about IRA contribution limits. What do I do with my 401(k) if I change employers?

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Taxes Education Consulting Consultants 59

Sara Grillo

DECEMBER 13, 2024

This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. Also, there is selection bias inherent in this list.

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Due Diligence Consulting Consultants Legal 52

Sara Grillo

JANUARY 3, 2025

For those of you who are new to my blog, my name is Sara. I am a CFA charterholder and financial advisor marketing consultant. Your client has a question about how many years to keep their tax returns. And then they throw out the tax returns, creating problems for your planing work. Check it out!

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Consulting Consultants Law Firms Assets 59

Ballast Advisors

MARCH 17, 2023

Reducing your tax liability can literally save you thousands of dollars Tax season can be a stressful time for many people, especially if you’re not fully prepared. However, with some advance planning and preparation, you can take steps to reduce your tax bill for the upcoming year.

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Taxes Liabilities Consulting Consultants 40

Ballast Advisors

NOVEMBER 29, 2022

How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Tax harvesting is a method of investing that involves buying and selling assets in order to reduce capital gains taxes.

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Ballast Advisors

MARCH 17, 2023

The concept of your domicile is very different from that of your residency Domicile is an important concept in determining one’s residency status for tax purposes. Taxes Matter For tax purposes, an individual’s domicile is often considered to be their state of residency for tax purposes. Residing in Florida?

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Taxes Liabilities Consulting Consultants 40

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) pretty much everything, that goes into this.

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Accounting Consulting Consultants Due Diligence 52

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. This article " How Advisors Deal With High Net Worth Clients " was first published on BlueMind Blog.

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Walkner Condon Financial Advisors

APRIL 6, 2022

Additional reading: Here a blog post that does a good job of giving examples of what NFTs could be considered property and real estate. Please consult a tax professional if you have any tax questions specific to your own personal situation. – Clint Walkner. Note: We are not CPAs.

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Consulting Consultants Taxes Assets 52

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

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High Net Worth Individuals Consulting Consultants Legal 52

Sara Grillo

FEBRUARY 2, 2024

I wrote this blog in response to a question I got from a financial advisor. But first… 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 a CFA® charterholder and financial advisor marketing consultant. “ I just moved to a new city.

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Consulting Consultants Prospects Taxes 52

Sara Grillo

MAY 10, 2024

.” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. I’m a CPA and financial advisor, and my best AUM client just hired someone else to do their tax return. Did you sign up for my daily newsletter ?

Taxes 52

Taxes Consulting Consultants Assets 52

Walkner Condon Financial Advisors

JUNE 2, 2023

As Blair duQuesnay, CFA pointed out in a recent blog post: “The husband’s adviser often does not listen to their concerns, is condescending in his answers, and uses confusing jargon.” Even if the male advisor makes every attempt to involve the woman in the financial planning process, she may not want to engage for a variety of reasons.

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Education Finance Financing Consulting 98

AdvisorPR

OCTOBER 28, 2020

This blog will identify the ‘who’ that could be part of your Centers of Influence (COI) list, and in a subsequent blog we’ll dig into the ‘how’ to form relationships to generate referrals and ‘what’ strategies you can implement to stay top of mind. Tax Planners, such as CPAs and Enrolled Agents. Tax Preparers.

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Consulting Consultants Education Taxes 52

Diamond Consultants

OCTOBER 10, 2023

Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report. The answer starts and ends with growth. Plus, they’re flexible with how they price relationships including planning retainers and subscription fees.

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Consulting Consultants Prospects Taxes 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

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Education Financial Services Finance Financing 52

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. You may have granted a third party (IT person, marketing consultant, old employee) the right to access to your online assets such as: Website Email software (I.e.,

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Prospects Consulting Consultants Assets 52

Sara Grillo

AUGUST 26, 2024

For those of you who are new to my blog/podcast, my name is Sara. I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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Startups Education Consulting Consultants 52

Diamond Consultants

JUNE 1, 2023

So, I asked our resident expert in M&A at Diamond Consultants, Louis Diamond , and he shared this real-world example: Let’s consider a wirehouse team generating $5mm in annual revenue, managing $600mm in almost all fee-based assets for high net worth clients.

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Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

Sara Grillo

OCTOBER 16, 2023

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. For such a recommendation, consult with a financial advisor. And now – let’s get onto the show!

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Consulting Consultants Taxes Prospects 52

Integrity Financial Planning

DECEMBER 11, 2023

Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives. Sources: [1] [link] [2] [link] [3] [link] This information is provided as general information and is not intended to be specific financial guidance.

Portfolios 97

Portfolios Consulting Consultants Assets 97

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Education 52

Education Financial Services Finance Financing 52

Ballast Advisors

OCTOBER 10, 2023

Tax-Savvy Holiday Spending While we enjoy the present, let’s not forget about the future. Did you know that some of your end-of-year spending can actually lead to tax benefits? Not only will it bring joy and support a noble cause, but it’s also tax-deductible. Talk about a win-win situation!

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Taxes Bidding Consulting Consultants 52

Sara Grillo

JULY 8, 2022

Why I wrote this blog. Read the blog to see what these financial advisor said about what a typical day looks like, and how someone in wealth management typically spends their time. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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Prospects Consulting Consultants Best Practices 59

Walkner Condon Financial Advisors

MAY 9, 2024

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. There likely will be lawsuits to challenge the FTC’s non-compete ban, and there are some concerns that this is just the beginning and non-solicits could be the next shoe to drop.

Education 59

Education Consulting Consultants Legal 59

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Mike Powers Home Flat-fee financial planning, investment management, and tax planning helping individuals transition to retirement. Tax preparation is also available.

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Legal Taxes Consulting Consultants 52

Walkner Condon Financial Advisors

MARCH 16, 2023

We also wrote a less technical blog post on bond duration you can read here. The Walkner Condon Team You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

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Banks Financial Institutions Startups Assets 98