Simplify your financial advisory business with insights from Sara Grillo. Known for her no-nonsense approach, Sara shares how clear communication and transparency can set you apart as a fee-only advisor. Learn practical tips for cutting through jargon, creating SEO-friendly content, and building stronger client connections.

Discover how to use LinkedIn effectively without resorting to the hard sell. Sara breaks down straightforward steps to connect with potential clients, from filtering connections to crafting genuine outreach messages. It’s all about focusing on service, not sales, to build lasting relationships.

We also explore how educational content is reshaping the financial services industry. Sara offers advice on overcoming self-doubt, committing to continuous learning, and navigating client interactions with confidence. Whether you’re exploring new opportunities or looking to improve your practice, this episode is packed with actionable strategies to help you succeed.

Sara’s social:

https://www.linkedin.com/in/sgrillo?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

X: @grilloinvest