Sara Grillo

Advisors are notoriously wasting money on their websites. If your website is failing to generate leads for you, it is because the content is not jiving psychologically with prospects.

In this episode of the Sara Grillo podcast, listeners will learn:

[Frame 3:02] The empirical evidence on what attracts prospects to … Click Here To Read More

The holidays is not typically thought of as the most opportune time for meeting new clients. In this webinar you’ll learn that the opposite is true – that high socialization and high activity times like this are in fact an open door for meeting new clients.

If you do it … Click Here To Read More

This month’s gameshow was action packed, featuring judge Vikram Rajan of phoneBlogger.net and contestants Sheryl Garrett of the Garrett Planning Network and Scott Salaske of FirstMetric.

You’ll enjoy the interplay of skill and chance in this episode – but that’s not all. In addition, you’ll learn:

What social media platform … Click Here To Read More

Business success depends heavily upon the person to person connections that you make. Often we try to make it more complicated than that, but it boils down to the connection human being to human being. Our guest Kim Seltzer, makeover and confidence expert, has helped thousands of people build … Click Here To Read More

Let’s be real. Sometimes stock photos can be so tacky. Are your photos projecting the wrong image on your website?… Click Here To Read More

The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put this into place in … Click Here To Read More

CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk to CPAs to come across as a robust resource, an indispensable resource to their business, rather than a PowerPoint pushing nuisance.… Click Here To Read More

Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the moment. Here’s why and how you should be reaching them.… Click Here To Read More

How can financial advisors manage to look professional and incorporate some personality into their look at the same time? I interviewed Michael Ferrera, who is both a financial advisor and a fashion and image consultant, for advice about to dress with the changing seasons, how to dress to counterbalance … Click Here To Read More

This episode of the Sara Grillo podcast was a game show featuring a famous judge and four financial advisor contestants.