Sara Grillo

In this blog-pod, you are going to hear four Linkedin social media tips for broker dealer representatives and highly-regulated financial advisors. If you are a financial advisor under tight compliance regulations who wants to get new clients and leads using LinkedIn and other platforms, there is hope. But you’ve got to make smart decisions. You’ll … LinkedIn social media tips for highly-regulated and wirehouse broker dealer reps Read More »

In December of 2020 the SEC ruled that financial advisors at some point in the future will be allowed to use testimonials and reviews of their services, as long as certain conditions are met. Some people are saying financial advisor testimonials are the best thing since sliced bread but I take a different, opposing view. … SEC rule allows financial advisor testimonials. Big whoop. Read More »

In this pod-blog you are going to learn the best podcasts for financial advisor lead generation and prospecting. I’m going to talk about the five best podcasts I created in 2021 on this podcast on this topic.  If you missed these episodes then it would be great to go back and review them. In this … Best financial advisor prospecting podcasts Read More »

In this podcast I interview Bob Veres about the future of the financial planning profession. Enjoy! -Sara Resources mentioned To join Bob’s Inside Information, visit Bob Veres’s website. To purchase my e-book about how to message prospects on LinkedIn, visit 47 Financial Advisor LinkedIn Messages. Music is Nice to You by the Vibe Tracks

In this blog and podcast, I’m going to talk about the components of a simple and easy financial advisor marketing plan. You will learn: Why simple financial advisor marketing plans work better than complicated ones The importance of knowing your hourly rate and how much you want to make as a financial advisor What financial … Financial Advisor Marketing Plan + Downloadable Template Read More »

In this blog/podcast financial advisors will learn how to apply the Two Sentence Rule to create LinkedIn scripts, rebuttals, and client messages that elevate their value. The Two Sentence Rule can potentially enable financial advisors to communicate better with clients and prospects, get more leads over LinkedIn and other social media platforms, and reduce time … Two Sentence Financial Advisor LinkedIn Scripts Read More »

This podcast/blog is going to discuss financial advisor LinkedIn messages and sequences that won’t make you look stupid. I am going to outline the strategy behind LinkedIn messaging for financial advisors and much more – so make sure you read until the end! In this blog you will learn: Examples of financial advisor LinkedIn messages … Financial Advisor LinkedIn Messages and Sequences that will NOT make you look Stupid Read More »

Now that we know the election results, here are three financial advisor marketing tips you should be using to raise your visibility. There is a huge opportunity to raise your profile in three major ways. Google traffic Reporters CPA relationships I’m running out the door to go to the park with my kids; here is … Financial advisor marketing ideas after election Read More »

In this blog/podcast I am going to teach you how financial advisors can create super awesome LinkedIn (or Facebook, or Instagram) prospecting messaging and sequences to engage and get new leads.

For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder … Click Here To Read More

In this blog/podcast I am going to talk about a Crisis Marketing Strategy for Financial Advisors during COVID-19. There is a specific strategy with 3 steps that I am going to discuss and you’re going to love it!

For those of you who are new to my blog/podcast, my name … Click Here To Read More