Sara Grillo

You are traveling through another dimension, a dimension not only of sight and sound but of volatility. Welcome to the crypto zone. In this interview with Ryan Firth, an hourly financial planner and CPA, we’ll discuss being a crypto financial advisor, Blockchain, DAOs, Web 3.0, and other Star Wars stuff. Questions answered will include: What … Blockchain, DAOs, Web 3.0 and other “Star Wars stuff” with crypto financial advisor Ryan Firth Read More »

Coming to you today with a message about hope and possibility. Enjoy this inspirational Valentine’s Day message. After years of being sourly let down by Harvard, NYU, Wall Street, and Lehman, it was a DJ from East Harlem who set my career on fire. It’s not something you realize to the fullest extent but the … Hope and possibility – inspiration for Valentine’s Day Read More »

Do you ever get ticked off when you see the competition doing better than you? Don’t get mad; just use these wholesome and (at the same time) sharp ways for financial advisors to beat the competition. I’ve done all these, and they are indeed nasty. It’s awesome. For those of you who are new to … Wholesomely nasty ways for financial advisors to beat the competition Read More »

Here are three tips regarding financial advisor LinkedIn strategy for 2022. And let me tell you, they are smoking hot! And with that whoo hooo-worthy sentiment, let’s get into it. For those of you who are new to my blog/podcast, my name is Sara. Currently, I am a CFA® charterholder and I used to be … Burning hot: financial advisor LinkedIn strategy for 2022! Read More »

I got the coolest lawyer in financial services to be a guest on my podcast to discuss the financial advisor SEC testimonial rule and what you need to know about it for 2022. I wrote it up and tried to not make it toooo boring but this is legal stuff, what can I say… Before … 2022 guidance on the SEC testimonial rule from a cool lawyer Read More »

I’m doing this for you, my listeners, and so as I look at 2022, I want to ask you. Does this podcast stink, or am I doing a good job for you? It’s a sincere question. The original goal was to have fun, to be honest My podcast has been a bit of a funny … Am I doing a good job, or does this podcast stink? Read More »

1 million children in Afghanistan starving at risk of dying if we do not help. Please do not ignore that this is happening. Please respond. I want to communicate this with absolute clarity. 9 million people facing starvation in Afghanistan, including 1 million children. Temperatures reach as low as 14 degrees Fahrenheit in Kabul and … Please respond: there are the 1MM children in Afghanistan starving at risk of death Read More »

Around this time is when people start to think about next year so I’m sending you nine financial advisor marketing strategies for 2022 (plus one bonus). These are a little bit unusual so I hope they don’t freak you out too much! For those of you who are new to my blog/podcast, my name is … 9 weird financial advisor marketing strategies for 2022 Read More »

This pod-blog is about how to get a killer financial advisor value proposition. I’m going to give you three examples of the value proposition a financial advisor could use, but first I’m going to talk about where you are probably messing it up. For those of you who are new to my blog/podcast, my name … 3 killer examples of a financial advisor value proposition Read More »

I have to admit, I didn’t know much about transgender people before making this podcast. But I’m glad I took the time to learn, because it has opened up a whole new perspective for me about how to treat people who assume a different gender identity than the one they were assigned at birth. In … Tips for building a trans-friendly financial advisor practice Read More »