Sara Grillo

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This podcast is only for financial advisors who want to learn how to market themselves without the BS.

HACE 3 DÍAS

How to overcome any fear

Fire your therapist and do this instead.

1 min
26 AGO

This year’s Wild Crypto Debate

We do a crypto debate podcast every year. Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. Enjoy! For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have […]

56 min
22 JUL

5 reasons this RIA firm is kicking your butt

Wow, this was a powerful interview with Dave Welty, a financial advisor who founded and developed what I would consider a well-managed RIA firm. Avier Advisors, based out of Bellevue, Washington, has nearly $800MM in AUM and almost 20 employees. Here are five things they’ve done differently at Avier, and why it’s helped them kick […]

19 min
24 JUN

Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial […]

1 min
17 JUN

Get an in-force illustration whenever you buy a Universal Life insurance policy!

The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Insurance companies make Bernie Madoff look like a petty thief. Don’t fall for it! But before we get into it… […]

1 min
28 MAY

Do this to avoid messing up a client referral

Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesn’t actually make the referral? What if the referral doesn’t call you back? I’ve got Bill Cates here and he’s going to discuss all of this and more as covered in his […]
15 ABR

Life after the AUM fee model: converting to hourly

Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my […]

28 min
25 MAR

The fintechs just want your credit card…

Stop wasting money on fancy “spaghetti tech”. The fintechs just want you financial advisors’ credit cards. Listen to Sara Grillo & Eric Negron on today’s Daily Truth Bomb as they break it all down! In this podcast, you’ll learn: 1)How to ditch the overcomplicated workflows and embrace simple, effective processes. ?? 2)Why free resources like […]

5 min
21 MAR

It takes more than kindness to build lasting client relationships!

Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for success in building clients relationships that last! You’ll learn: Why kindness is just the beginning for building lasting client relationships. The 5 C’s of success every advisor needs to know. […]

5 min
19 MAR

How to stop sounding fake in your marketing – authentic voices win!

Forget the “sizzle” and be real! Listen to this podcast and discover the power of authentic communication in financial advising! You’ll learn: Why shortcuts don’t work and how consistency is key to success. How to prioritize client needs and communicate authentically. The surprising benefits of being yourself and building genuine connections with clients. How to […]

4 min

10 episodios

This podcast is only for financial advisors who want to learn how to market themselves without the BS.

Creador

Sara Grillo
Años de actividad

2018 - 2024
Episodios

10
Clasificación

Apto
Mostrar sitio web

Sara Grillo

Sara Grillo

Episodios

How to overcome any fear

This year’s Wild Crypto Debate

5 reasons this RIA firm is kicking your butt

Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!

Get an in-force illustration whenever you buy a Universal Life insurance policy!

Do this to avoid messing up a client referral

Life after the AUM fee model: converting to hourly

The fintechs just want your credit card…

It takes more than kindness to build lasting client relationships!

How to stop sounding fake in your marketing – authentic voices win!

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