Sara Grillo

As financial advice is becoming increasingly automated, how do you justify your value as human to the client? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.

We’ll talk about the increasing … Click Here To Read More

Episode 8 is my funniest podcast so far. Today we have Michael Goldberg as my guest. Michael is the CEO of Knock Out Networking, which helps financial advisors and brokers make more “knock out”​connections. He’s also a repeat TedX speaker and an avid boxer. You should see his right … Click Here To Read More

In Episode Seven of the Sara Grillo Podcast I interview global business celebrity Jeffrey Hayzlett. Jeffrey is Chairman & CEO of C-Suite Network, an author, keynote speaker, and podcast host, as well as a former judge on Celebrity Apprentice and Fortune 100 Executive.

Reasons Financial Advisors Should Listen to … Click Here To Read More

In this episode, I interview Kirk Deis of Treehouse 51 and The Bug Squasher where he tells financial advisors what they should be doing to generate more leads from their websites. We cover how to get the website you want without reinventing the wheel, show up on Google, hire the … Click Here To Read More

In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. I’m going to discuss how an online lead is different from one you receive through word of mouth or referral. I will then talk about what you should say to … Click Here To Read More

A few weeks ago I wrote an article about which business suit is the best one for financial advisors. Well, lo and behold, I got so many questions from advisors who work in hotter climates or work with millennial clientele, all perplexed about how to dress if you don’t want … Click Here To Read More

Financial advisors are skeptical that leads can be gained from social media. It can be a source of leads, but I see so many financial advisors using awful pick up lines. In this episode I’ll go over what you should and shouldn’t be doing when you reach out to Big … Click Here To Read More

Most financial advisors are skeptical that social media can effectively drive leads. Some even believe it’s not possible. In this podcast, I’ll describe exactly how you should do it and outline a clear plan of action to take so that you can get leads from social media.… Click Here To Read More

In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. I’m going to discuss how an online lead is different from one you receive through word of mouth or referral. I will then talk about what you should say to … Click Here To Read More

99% of financial advisor marketing is generic, full of clichés and jargon. In this podcast, I’m going to highlight some examples of terms financial advisors commonly use that are meaningless. Then I’ll talk about the three steps you should take to fix it.… Click Here To Read More