Bill Bengen’s 4% Rule was a revolutionary insight that changed the way portfolios are managed. To this day his thinking governs modern money management. I was honored to speak with Bill about what it took to generate that level of game-changing insight and how financial advisors who wish to set … Click Here To Read More

From the perspective of someone who is both a CFA® charterholder and a businesswoman, I’m going to talk about how CFA® charterholders can use not necessarily just their credential but the experience that they have been through to get new clients and to develop new business for themselves. Here are … Click Here To Read More

Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it … Click Here To Read More

I was honored to interview Charlotte Beyer, founder of the Institute for Private Investors and the Principle Quest Foundation, because she is someone for which I have great respect. What I love about Charlotte the most is her tactful ability to straddle both sides of the wealth management line … Click Here To Read More

Is it actually possible for financial advisors to get leads from social media? In this episode you’ll hear from Winnie Sun, founder of Sun Group Wealth Partners. Winnie built her digital empire from scratch through commitment and hard work to the point where it has been a source of … Click Here To Read More

In this episode of the Sara Grillo podcast, my guest Jocelyn Wright of Ascension Wealth Management and I discuss the important topic of how to increase diversity in the field of financial advising.

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In this episode, Guy Kawasaki and I will discuss how Canva has essentially done for financial advisor social media what the Excel spreadsheet has done for financial planning and the opportunities that digital marketing presents for advisors looking to meet affluent clients.

Despite what is commonly believed, financial advisors aren’t competing with the robos; you are competing with your own ability to provide higher value.

Robos are not your enemy but an opportunity to overcome fee compression if applied strategically. Technology has arrived whether you like it or not. Embrace what it … Click Here To Read More

You have to shoot to score. If you want to grow your business it’s really a matter of how you manage your time.

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If you’re not texting your clients, here’s why you should be. In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you and the rules you should follow.

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