10 episodes

When I was a financial advisor for many years, I found that there was so much bad financial advisor marketing. That the industry was riddled with cliches and when I tried to express myself, I didn't get very far and I was constantly frustrated. I established this podcast to help financial advisors as I am a talented writer and a talented communicator. Listen to this podcast to figure out how to improve your social media, website, and ability to drive leads online. I have such a gift to give to you and it is the gift of improved communication for financial advisors.

The Sara Grillo Podcast The Sara Grillo Podcast

    • Business
    • 4.5, 22 Ratings

When I was a financial advisor for many years, I found that there was so much bad financial advisor marketing. That the industry was riddled with cliches and when I tried to express myself, I didn't get very far and I was constantly frustrated. I established this podcast to help financial advisors as I am a talented writer and a talented communicator. Listen to this podcast to figure out how to improve your social media, website, and ability to drive leads online. I have such a gift to give to you and it is the gift of improved communication for financial advisors.

    Positivity Pill. I’m writing you the prescription.

    Positivity Pill. I’m writing you the prescription.

    This podcast is about staying positive in the face of

    challenges and also I am going to give you 5 concrete and tangible ideas about

    how to expand your business using that positivity. And there will even be

    exercises you can do, too.







    I’m about to give you a prescription … Click Here To Read More

    • 29 min
    We’re Zooming!

    We’re Zooming!

    An RIABiz article details the demise of in person industry conferences. Whoo hoo! Yaaas!







    I love it. And while the in person conference industry goes down in flames, let’s get some Zooming going on!







    Zoom skills like the ones I explain in this podcast are essential for financial advisors as … Click Here To Read More

    • 31 min
    Go get 20

    Go get 20

    Hang in with me as I tell a personal story about how I am turning the City of New York upside down searching for the correct 20 people to advocate alongside me for my beautifully gifted son.







    This has a highly meaningful application to your desire to expand your business, … Click Here To Read More

    • 40 min
    Has anyone else lost their *#%@ mind yet?

    Has anyone else lost their *#%@ mind yet?

    Have you gone nuts yet? The subject of this podcast is craziness. Here are five crazy/humorous ideas for financial advisors who want to get new clients during the coronavirus.… Click Here To Read More

    • 12 min
    3 Ways to Use a Face Mask to Get New Clients

    3 Ways to Use a Face Mask to Get New Clients

    Yes, this podcast is literally about how financial advisors can use a face mask to get new clients. … Click Here To Read More

    • 9 min
    What will financial planning look like in 10 years?

    What will financial planning look like in 10 years?

    In this podcast with John Anderson of SEI, you will learn what financial planning is likely to look like in 10 years. We will ponder these questions:







    • How will financial planning change the client experience in 10 years?







    • What forward-minded planners should be and are doing now to … Click Here To Read More

    • 24 min

Customer Reviews

4.5 out of 5
22 Ratings

22 Ratings

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.

gina paul ivakhov ,

Breath of fresh air

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

Kirkusm ,

She Shares Actionable Tactics

Sara dishes out actionable tactics in a way that's easy to digest. Her show is packed with energy, passion and it's clear she's making moves to share content that will resonate with you. Thank you for sharing!

Top Podcasts In Business

Listeners Also Subscribed To