Sara Grillo

Sara Grillo

By Sara GrilloBusinessMarketing
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Sara Grillo episodes

  • Marketing Lab Rat
    In this podcast I am joined by guest Taylor Schulte . We discuss exciting financial advisor marketing experiments we’ve done as well as their results!



    Please subscribe, rate, and review this show!



    Music is Arp Bounce by Geographer… Click Here To Read More
    30 min
  • Stop Barfing. It will improve your Marketing ROI.
    In this podcast you will learn how to disarm rich people by not barfing useless information on them during a sales meeting like most people do.



    Most important things you will learn:



    *Credibility vs. Relatability



    *How the Online Buyer is different from a warm lead



    *The 3 Step No Barfing … Click Here To Read More
    26 min
  • Fiduciary Gangsta
    This rap is dedicated to all of you fiduciaries out there. Fiduciary Gangsta.
     
     
     
     
     
     
    Music is “Under the Gun” by Doug Maxwell and Jimmy Fontanez.
     … Click Here To Read More
    2 min
  • Clapping Back on Fee Objections
    I make more in AUM fees and so AUM pricing is the way to go and that’s it!
    Well…maybe not anymore.
    Fee pressures abound. When somebody challenges you on fees, how do you clap back? Here’s Matt Jackson of Dialectic Consulting here to tell you all the evolution of the … Click Here To Read More
    37 min
  • Innovate, Disrupt and Win!
    On today’s show we have Eric Clarke of Orion Advisor Services who offers his perspective on Reg BI, Big Data, and being a leader not a victim of change.
    Enjoy the show!
     
    Sources mentioned
    Securities and Exchange Commission. (2019, June 5th). SEC Adopts Rules and Interpretations to Enhance Protections … Click Here To Read More
    31 min
  • Get a Lit Profit Margin
    WOW that’s painful to talk about. Could your financial advisor practice be more profitable? Have you studied and measured its profitability? While helping the world with their retirement you just in fact may be neglecting your own.
    In this episode with Jim Palumbo of DYNAMIC Advisor Solutions, advisors will learn:… Click Here To Read More
    23 min
  • Cliche Don’t Pay
    Please click below to listen to my rap song about financial advisors!
    Music is “Arp Bounce” by Geographer… Click Here To Read More
    3 min
  • Less is More (For Sure!)
    How many people look forward to that website upgrade? Nobody. People would rather use someone else’s toothbrush.
    You are making it harder than it needs to be by including way too much content. This is a date not a marriage, party people.
    I’m joined by Jared Gold, a website expert … Click Here To Read More
    21 min
  • Getting More Women into Financial Advising [Brutal Honesty]
    As you know, we tell the real story on the Sara Grillo podcast.
    Women are about half the population and they are increasingly seeking financial advice on their own, and seeking it from other women. So why in heavens are women still underrepresented and underpaid relative to men in the … Click Here To Read More
    32 min

About Sara Grillo

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Do It Creatively -- Or Don't Do It At All