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.

    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
    Don’t poison your clients’ portfolios with Direct Indexing!

    Don’t poison your clients’ portfolios with Direct Indexing!

    Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in … Don’t poison your clients’ portfolios with Direct Indexing! Read More »

    • 51 min
    Wild, wacky niches and target markets for financial advisors (+ examples)!

    Wild, wacky niches and target markets for financial advisors (+ examples)!

    Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of my highest effectiveness. If I were a financial advisor wanting to grow my business, I would do it weird as hell. Niched down like hell. This blog talks about target … Wild, wacky niches and target markets for financial advisors (+ examples)! Read More »

    • 35 min
    Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

    Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

    The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. We’re going to … Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA Read More »

    • 53 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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