Sara Grillo

So you’ve decided it’s about time to give your website an overhaul. Or maybe you broke off and went independent, and now you need to set up a site for your new firm. Do you use a template? Do you get a developer and custom design your own site?

Let’s … Click Here To Read More

If you look at the difference between success and failure, many times it has to do with what we choose to spend our time on. It is that simple.

So I’m excited to have a very special guest on the show to discuss my favorite topic: avoiding distraction.

The reality … Click Here To Read More

What can I say, he’s got swag. And here’s what you can learn from him if you are an investment professional looking to stop being part of the noise that gets ignored.

I was honored to have one of the “greats” in the investment world on my show this episode. … Click Here To Read More

What can I say, he’s got swag. And here’s what you can learn from him if you are an investment professional looking to stop being part of the noise that gets ignored.

I was honored to have one of the “greats” in the investment world on my show this episode. … Click Here To Read More

While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. Today I’m talking to David Lyon, Founder and CEO of Oranj, about how this model may just be the future of financial advisor software.

Listeners will learn:

Why free software, … Click Here To Read More

Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available to them to develop their wealth management practices.

You will learn:

The character attributes that a CFA®charterholder may have that high net worth clients welcome… Click Here To Read More

I felt it was important to have a discussion about risk because over and over again in my interviews with my advisor clients, client misunderstanding of risk keeps coming up as the #1 reason that advisors lose clients. Or, that a problem with the client’s understanding of risk creates … Click Here To Read More

If you’re not getting the results you want on social media, maybe you should consider the tactics I covered in this webinar on Friday, January 18th, 2019.

Listen below for webinar replay.… Click Here To Read More

Blogging is a valuable tool for financial advisors embracing the digital age, and there has been much ado about it. Yet it is rare for a blog to reach the point where it is driving significant business growth. This podcast, featuring special guest Michael Kitces, will start with the … Click Here To Read More

How do you talk about life insurance and sound cool? It’s really harder to do than you would think.

Any mention of insurance is typically enough to make clients want to run the other way. In this episode of the Sara Grillo podcast, we are joined by Barry Flagg, CFP®, … Click Here To Read More