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
    • 4.5 • 28 Ratings

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

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

    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
    Do this to avoid messing up a client referral

    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 […]

    Life after the AUM fee model: converting to hourly

    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
    The fintechs just want your credit card…

    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 […]

    • 4 min
    It takes more than kindness to build lasting client relationships!

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

    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 […]

    • 3 min

Customer Reviews

4.5 out of 5
28 Ratings

28 Ratings

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.

gina paul ivakhov ,

Breath of fresh air

Relevant and straight to the point topics , fresh content presented in short and unique way = gold!

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.

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance
The Diary Of A CEO with Steven Bartlett
DOAC
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network

You Might Also Like

The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Top Advisor Podcast
Bill Cates
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
Animal Spirits Podcast
The Compound
The Compound and Friends
The Compound
Money Guy Show
Brian Preston and Bo Hanson