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.

    Having fun drives down the cost of a financial advisor lead! (true story)

    Having fun drives down the cost of a financial advisor lead! (true story)

    In this blog/podcast I interview Josh Scandlen, a financial planner and successful YouTuber who has been able to achieve what most financial advisors only dream of: having fun and enjoying himself while finding low cost leads for his financial advisor practice. In this blog and associated podcast (scroll to the … Click Here To Read More

    • 46 min
    Success story of a financial advisor who gets leads from the internet with Benjamin Brandt

    Success story of a financial advisor who gets leads from the internet with Benjamin Brandt

    In this podcast you are going to hear the amazing story of financial

    advisor Benjamin Brandt who gets leads from his internet podcast about

    retirement. You can listen to the podcast in full detail by scrolling down

    below, or you can read the summary notes below.







    The three things that … Click Here To Read More

    • 29 min
    Financial advisor lead generation services stink!

    Financial advisor lead generation services stink!

    Financial advisor lead generation services stink. Please read this blog and listen to the podcast below to hear about the 5 reasons that buying financial advisors leads does not work out most of the time.







    To listen to podcast discussing the 5 reasons that financial advisors should not buy leads … Click Here To Read More

    • 11 min
    Financial Advisor Prospect Meeting: How much to give away for free?

    Financial Advisor Prospect Meeting: How much to give away for free?

    How much should Financial Advisors give away for free during a Prospect Meeting? The least that you can and still be seen as credible enough to close the deal. But how do financial advisors do that and still have a great financial advisor prospect meeting? I am about to tell … Click Here To Read More

    • 15 min
    Put that DIY client in their place!

    Put that DIY client in their place!

    DIY, or Do It Yourself, clients are a spectrum but no matter where they lie on the spectrum it is bad. You will torture you if you let them. Don’t get used like the office coffee machine. Financial advisor need to know how to handle DIY clients and that means … Click Here To Read More

    • 16 min
    Grounded goals (non corny)

    Grounded goals (non corny)

    This isn’t just some corny pep talk about goal setting. … Click Here To Read More

    • 11 min

Customer Reviews

4.5 out of 5
22 Ratings

22 Ratings

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.

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!

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