10 episodes

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

Sara Grillo Sara Grillo

    • Business
    • 4.4 • 28 Ratings

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

    Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

    Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

    In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.  What is your opinion? What is the CFP Board’s role in enforcement, and … Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two) Read More »

    • 1 hr 15 min
    Should you cancel your CFP designation? (heated debate!)

    Should you cancel your CFP designation? (heated debate!)

    A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Are they getting a raw deal? Is it time to say “FU” to your CFP designation? … Should you cancel your CFP designation? (heated debate!) Read More »

    • 57 min
    A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

    A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

    In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a chair and get ready to rumble! But first! For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor … A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients? Read More »

    • 1 hr 5 min
    Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

    Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

    I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN AWAY. If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. His smart career decisions after university allowed him … Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics) Read More »

    • 59 min
    What’s it like being an Edward Jones financial advisor?

    What’s it like being an Edward Jones financial advisor?

    If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. This blog/podcast talks about, from Nathan’s … What’s it like being an Edward Jones financial advisor? Read More »

    • 28 min
    Advice-only financial planners are stealing the show!

    Advice-only financial planners are stealing the show!

    This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level … Advice-only financial planners are stealing the show! Read More »

    • 1 hr 7 min

Customer Reviews

4.4 out of 5
28 Ratings

28 Ratings

VanK11 ,

Helpful tips about LinkedIn Messenger!

While the topic is gear toward financial advisors, I found these details helpful in my current dilemma of getting responses from people on LinkedIn in my job hunt. (Not so bad to keep in mind for general interactions as well!) Thanks Sara.

Numbers Guy 81 ,

Irreverent and Awesome

This is a really fun advisor podcast with great ideas. Sara’s focus on “heck yeah” quality marketing is super insightful. Highly recommend.

Annual gain ,

Good advice, average listening

Sara, I’ve listened to a dozen episodes of your podcast. Excellent job! I respect what you’re doing, which I believe can be summed up as shining a light on what advisors, a backward group, do wrong. I believe in your mission! For entertainment value, you make the most of your ebullience; I applaud it! I love the content; maybe not the delivery. For example, your extremely humorous game show highlights some need for improved editing skills. Why not allow contestants a full minute to answer, then edit out the silence? Next steps take you past blogging and into podcasting.

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