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 • 26 Ratings

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

    Appointment setting for financial advisors STINKS (don’t do it!)

    Appointment setting for financial advisors STINKS (don’t do it!)

    Here are three reasons that appointment setting for financial advisors is crap, and you should probably avoid engaging with these services. It’s a lousy way to go; don’t do it. But before we get into it, for those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder … Appointment setting for financial advisors STINKS (don’t do it!) Read More »

    • 7 min
    How hard is it to be a financial advisor?

    How hard is it to be a financial advisor?

    How hard is it to be a financial advisor? A lot of people pursue this career because once you get established it is a very nice business. However in getting established it is brutal, bloody murder. Some people get to it fast and other people have been in the business for decades and they’re still … How hard is it to be a financial advisor? Read More »

    • 20 min
    Financial advisor follow up emails that rock!

    Financial advisor follow up emails that rock!

    In this blog, I’m going to discuss financial advisor follow up emails that rock, and present a sample script you can follow if you are a financial advisor emailing a prospect after the first meeting. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and … Financial advisor follow up emails that rock! Read More »

    • 16 min
    What financial advisors should say on LinkedIn

    What financial advisors should say on LinkedIn

    This blog is about what financial advisors should say on LinkedIn. Use these five phrases. 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 a weekly newsletter in which I talk about financial advisor lead generation topics … What financial advisors should say on LinkedIn Read More »

    • 13 min
    How financial advisors can add cryptocurrency to a client’s portfolio

    How financial advisors can add cryptocurrency to a client’s portfolio

    It seems like financial advisors and cryptocurrency are like oil and water. Your clients are probably going to be asking about this, if they haven’t already, so let’s break this open and talk about the major aspects of how financial advisors can add cryptocurrency to a client’s portfolio. We’ll learn: What is a fiat currency? … How financial advisors can add cryptocurrency to a client’s portfolio Read More »

    • 41 min
    LinkedIn for financial advisors in a single word

    LinkedIn for financial advisors in a single word

    I would summarize LinkedIn for financial advisors in one single word: energy. If you want to get better at LinkedIn and you’re a financial advisor, it’s about how well you are able to transfer your energy to the audience and how it makes them feel. In this article I’m going to explain how and why. … LinkedIn for financial advisors in a single word Read More »

    • 14 min

Customer Reviews

4.5 out of 5
26 Ratings

26 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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