Sara Grillo

Let’s be real…the risk tolerance questionnaire as we know it doesn’t get the job done. That’s why I’ve got John Morgan of Connected Consultants on the show this episode to discuss the five questions you should (but probably aren’t) asking on your RTQ.

Enjoy!

Sara

About John Morgan

John Morgan… Click Here To Read More

To quote the great Ric Edelman, who I was honored to have as my guest on this episode of my show,

“Either run your practice the right way using technology correctly or join another practice where they’re doing it on your behalf…We need to recognize that the way you’ve been … Click Here To Read More

This podcast episode is about to knock your socks off.

Meet my buddy Josh Scandlen of Heritage Wealth Planning. In the one year since Josh went independent as a financial advisor, his YouTube channel has furnished him with enough leads to where (in only one year of being in … Click Here To Read More

One of the biggest frustrations that financial advisors have is that their websites don’t attract high net worth clients. Much of this has to do with the way that the website is designed. Do you know what Google is looking for?

We’ve got Kirk Deis of Treehouse51 here with us … Click Here To Read More

Here’s a motivational story about my mental preparation for the unmedicated birth of a child and what it taught me about achieving things you want.

Enjoy!

 … Click Here To Read More

There are a variety of reasons that advisors feel like clients just don’t “get it” when it comes to risk. I’m going to name a few.

Do any of these sound familiar to you?

They want low risk but high returns

They don’t grasp the idea of uncertainty or loss … Click Here To Read More

When it comes to investment risk, many financial advisors feel that clients “just don’t get it.”

In this webinar replay of “The Right Way to Talk to Your Clients about Risk” with Aaron Klein of Riskalyze, we address the responses (posted by webinar participants) to this question below – … Click Here To Read More

I’m locked down with kids now, but how fondly do I remember the dating game of my twenties.

I’d meet a dude at a bar or something, he thought I was fly and I thought he was fly. Probably we’d both been drinking a little bit. We’d agree to go … Click Here To Read More

I’m locked down with kids now, but how fondly do I remember the dating game of my twenties.

I’d meet a dude at a bar or something, he thought I was fly and I thought he was fly. Probably we’d both been drinking a little bit. We’d agree to go … Click Here To Read More

It’s clear that with roboadvisors and automation, people expect more if they are paying you more. With investment management fees going to zero faster than the speed of light, financial planning is where it’s at.

But how do you deliver this without running yourself into the ground?

I’ve seen advisors … Click Here To Read More