Sign up to save your podcasts
Or
Share Sara Grillo
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Sara Grillo episodes
- Grounded goals (non corny)This isn’t just some corny pep talk about goal setting. … Click Here To Read More12 min
- Real Talk: If you are this financial advisor then STOP doing any marketingI see many financial advisors who are good advisors who do not do any marketing and the people who need them do not get to work with them.However, I also see alot of financial advisors who are marketing their businesses – but they shouldn’t be. If one of these … Click Here To Read More19 min
- DOL gives green light to 401ks to invest in private equity. BIG FREAKING WHOOP.This was a dumb move on the part of the DOL, but it does create an opportunity for financial advisors with a strategic marketing eye. … Click Here To Read More8 min
- Looking hotsy-totsy on a Zoom callMy tips for how to look hot on a Zoom call… Click Here To Read More22 min
- Positivity Pill. I’m writing you the prescription.This podcast is about staying positive in the face ofchallenges and also I am going to give you 5 concrete and tangible ideas abouthow to expand your business using that positivity. And there will even beexercises you can do, too.I’m about to give you a prescription … Click Here To Read More30 min
- 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 More32 min
- Go get 20Hang 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 More41 min
- 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 More13 min
- 3 Ways to Use a Face Mask to Get New ClientsYes, this podcast is literally about how financial advisors can use a face mask to get new clients. … Click Here To Read More10 min
- 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 More25 min
About Sara Grillo
From the publisher's feed
Do It Creatively -- Or Don't Do It At All