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10 episodes
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Sara Grillo Sara Grillo
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- Business
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4.5 • 28 Ratings
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This podcast is only for financial advisors who want to learn how to market themselves without the BS.
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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 […]
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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 […]
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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… […]
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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 […]
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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 […]
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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 […]
Customer Reviews
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.
Breath of fresh air
Relevant and straight to the point topics , fresh content presented in short and unique way = gold!
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.