Sara Grillo

The biggest mistake of my career – thinking early on that the key to success in business had to do more with academic knowledge than interpersonal skill. It’s a trap many intellectually-focused people fall into. And it’s not like the educational institutions themselves don’t feed into this idea. If I could go … Click Here To Read More

Today’s show is about how financial advisors can make viral selfie photos for their social media. I’ve recently started doing this and the results on my visibility in my social feeds and in my general marketing have been awesome. I can’t wait to teach all of you about it so … Click Here To Read More

In this podcast/blog, you

are going to learn the three ways that financial advisors can increase their

profitability and stop getting breadcrumbs when you’re hungry for the feast.

You can read the blog in text form, or scroll to the end and listen to the

podcast.

Before we get started,

… Click Here To Read More

This podcast/blog is going to be about financial advisor sales funnels and why they freeeeaking bite. And then I’m going to tell you what nobody else talks about – the real story about how to make yours better!

Welcome to my blog/podcast!

I am an insightful and slightly crazy … Click Here To Read More

In this podcast we contemplate whether or not the United States is still a capitalist country. My guest, Lance Roberts, is the chief investment strategist at RIA Advisors, an RIA with $900MM in AUM, and the editor-in-chief of RealInvestmentAdvice.com, a weekly subscriber-based newsletter that is distributed nationwide.

Music is … Click Here To Read More

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

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

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

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

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