Sara Grillo

Sara Grillo

By Sara GrilloBusinessMarketing
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Sara Grillo episodes

  • Well-Heeled Wonder
    This interview with Zaneilia Harris, CFP® is a story that we can all take inspiration from. She is an incredible example of the human capacity to overcome obstacles, physical and mental.



    Enjoy!



    Music is Arp Bounce by Geographer… Click Here To Read More
    27 min
  • Higher Empathy Websites Win!
    Join my guest Grant Barger and I as we discuss the emotional reasons that some websites work and others don’t.



    Hint: higher empathy is better.



    Enjoy!







    Music is Arp Bounce by Geographer… Click Here To Read More
    32 min
  • Happy New Year (The Big Lie)
    New Years being January 1st is a big lie. November 1st is the last day of the business year. The year is practically over now. Now we can all shut down, right? It’s almost the holidays. After November 1st that’s all everyone talks about.



    Now, I don’t mean … Click Here To Read More
    0 min
  • Building a Luxury Brand (like the Ritz-Carlton)
    In this episode we welcome Sebastian Dovey who fills us in on what wealthy people want in a luxury brand. Seb was co-founder and managing director of Scorpio Partnership, a wealth management consultancy that conducts research on the global wealth industry. He was sooooo successful at it at the company … Click Here To Read More
    38 min
  • Oh heck, let’s just acquire someone!
    The independent RIA space has seen dynamic change in the last ten years.  MarketCounsel’s Director of Engagement, Ryan Marcus, joins us today and he will discuss these topics and more!



    Can you provide a sketch of what
    the independent adviser landscape looked like 10 years ago?So what caused … Click Here To Read More
    38 min
  • Unauthorized Transaction
    The following dumb messages people sent over LinkedIn are examples of unauthorized social media transactions. Don’t send messages like this if you want people to think you are cool.



    Music is Arp Bounce by Geographer… Click Here To Read More
    6 min
  • Sick of BS Marketing
    In this podcast I am joined by Roger Edwards who is just about as sick of the jargon and BS in financial advisor marketing as I am. In this highly amusing show we’ll provide a synopsis of the meaningless, bloated barf that financial advisors should leave off of their marketing … Click Here To Read More
    26 min
  • Story of a Successful Female Advisor
    I welcomed the viewpoint of Kathy Fish, who will inspire us all with her story of how she made smart decisions that helped her overcome challenges to be the successful female financial advisor she is today and has been for decades.



    Intro music is Arp Bounce by Geographer… Click Here To Read More
    42 min
  • It’s That “ESG Thing” (Again)
    I recently made my first
    impact investment. It’s a gender equality ETF that invests in companies with
    women represented at the highest levels of corporate leadership. Although at
    the time I had my doubts, a year and a half later the investment has done well
    and I’m feeling good about … Click Here To Read More
    24 min

About Sara Grillo

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