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

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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.

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We hope you enjoy the show.

Links mentioned:

Home

https://www.linkedin.com/in/sgrillo/

https://www.linkedin.com/in/scottsalaske/

https://www.firstmetric.com/

Thank you to our show sponsor; The Index Standard!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 154: Disclosing Advisor Compensation with Sara Grillo and Scott Salaske

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