Sara Grillo

Not my choice of marketing strategy, but I know many financial advisors who have done well by getting new clients through dinner seminars. Here are some tips from Mark Mersman, Chief Marketing Officer of USA Financial.

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I always love hearing Dan Solin discuss his human and relatable approach to building relationships. Thrilled to have one of the best in the profession as he guides us through what financial advisors should say (and should not say!) in the first meeting with a prospect.

I know you will … Click Here To Read More

In many practices, the larger and more profitable clients end up subsidizing the smaller clients. Would you enjoy this if you were that client? Would you really enjoy being a client of your own firm?

Financial advisors may only need 70 clients to have a good practice. Consider trying this … Click Here To Read More

It’s not fun, cool, or glamorous, but this is one of the conversations that separates the good financial advisors from the ones who have to explain to their clients why they were the victim of “unforeseen events”.

Talking about the fact that someone you love may be mentally deteriorating is … Click Here To Read More

Did you know that your iris pattern is unique? So much so that not even your left iris matches your right iris. That’s how different we are as humans, even within ourselves there are things that seem identical but when we take a closer look they’re not.

I have a … Click Here To Read More

In this episode we are joined by Paul Shapiro, the CEO and co-founder of The Better Meat Co. Paul is a successful author and entrepreneur. He is also dyslexic.

Our conversation will raise awareness for all who desire to learn more about how to best empower neurodiverse individuals in … Click Here To Read More

Are you doing these 4 things on social media? If so you make be making yourself look phony.

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Here’s a one sentence financial advisor elevator pitch that will stop you in your tracks. Thanks to my guest John Malzone for his brilliance.

Enjoy!

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Many financial advisors use the line “We work with business owners” but there isn’t much behind it. In fact most of the time it is just BS and lip service with the financial advisor having no real specialty in working with this niche!

If you’ve learned one thing from my … Click Here To Read More

Are you financial advisors focusing on a niche market? You should be, says Alan Moore of XY Planning Network.

Tune in to hear how and why!

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