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 Latest Podcast:

Disclosing Advisor Compensation with Sara Grillo and Scott Salaske

Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree the approach should best align to the client’s best interests. Sara Grillo, The leopard of LinkedIn marketing for financial advisors and Scott Salaske, CEO at Firstmetric join us for a spirited discussion on the topic. Along the way, we also talk about direct indexing and whether commission structures cloud the offering. Read more

Latest Episodes

Episode 154: Disclosing Advisor Compensation with Sara Grillo and Scott Salaske

Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree the approach should best align to the client’s best interests.

Episode 153: How Did We Get Here With David Blanchett

It’s hard to believe we’re living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride.

Episode 152: Helping The Constrained Investor Plan for Retirement With David Macchia

How can companies and governments offer lifetime income for groups of employees or other individuals when annuities may not be available?

Episode 151: Restarting and Reinventing Seminars With Brad Swineheart

In person seminars ground to a halt in 2020. Now they are back – but probably forever changed.

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Hosts

 Paul Tyler

Paul Tyler

 Ramsey Smith

Ramsey Smith

 Mark Fitzgerald

Mark Fitzgerald