Sara Grillo

In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a chair and get ready to rumble! But first! For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor … A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients? Read More »

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN AWAY. If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. His smart career decisions after university allowed him … Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics) Read More »

If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. This blog/podcast talks about, from Nathan’s … What’s it like being an Edward Jones financial advisor? Read More »

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level … Advice-only financial planners are stealing the show! Read More »

Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in … Don’t poison your clients’ portfolios with Direct Indexing! Read More »

Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of my highest effectiveness. If I were a financial advisor wanting to grow my business, I would do it weird as hell. Niched down like hell. This blog talks about target … Wild, wacky niches and target markets for financial advisors (+ examples)! Read More »

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. We’re going to … Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA Read More »

There’s so much useless crap advice on the subject of financial advisor prospecting emails. Here are some sample email sequences you can use when you contact somebody for the first time to try to get them to be your client. Unlike what you’ve probably been taught so far, these emails won’t make you sound like … Two sentence financial advisor email sequences that WON’T make you sound like a teenager Read More »

Be scared, because flat fee financial advisors are about to steal your clients. And if you don’t believe me, listen to this podcast. Even if you have no interest in changing the way you charge fees, you still need to hear Andy Panko’s story, because flat fee financial advisors like him are kicking your butt. … Here’s why flat fee financial advisors are about to take your clients… Read More »

There’s a ton of BS out there, so I wanted to clear the air with this complete guide to financial advisor marketing. In this blog you’ll hear about 55 easy ways for wealth managers to get new, wealthy clients. Let’s go! But first… For those of you who are new to my blog/podcast, my name … The complete, all-inclusive guide to financial advisor marketing: 55 easy ways to get wealthy clients Read More »