Sara Grillo

In today’s show we have Steve Wershing, President of the Client Driven Practice, to talk about financial advisor client feedback. We’ll talk about whether or not you should ask, and discuss some methods of asking for feedback from clients that will minimize the amount of pain inflicted. But before we get into it, for those … Financial advisor client feedback doesn’t have to inflict pain! Read More »

Here are three reasons that appointment setting for financial advisors is crap, and you should probably avoid engaging with these services. It’s a lousy way to go; don’t do it. But before we get into it, for those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder … Appointment setting for financial advisors STINKS (don’t do it!) Read More »

How hard is it to be a financial advisor? A lot of people pursue this career because once you get established it is a very nice business. However in getting established it is brutal, bloody murder. Some people get to it fast and other people have been in the business for decades and they’re still … How hard is it to be a financial advisor? Read More »

In this blog, I’m going to discuss financial advisor follow up emails that rock, and present a sample script you can follow if you are a financial advisor emailing a prospect after the first meeting. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and … Financial advisor follow up emails that rock! Read More »

This blog is about what financial advisors should say on LinkedIn. Use these five phrases. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics … What financial advisors should say on LinkedIn Read More »

It seems like financial advisors and cryptocurrency are like oil and water. Your clients are probably going to be asking about this, if they haven’t already, so let’s break this open and talk about the major aspects of how financial advisors can add cryptocurrency to a client’s portfolio. We’ll learn: What is a fiat currency? … How financial advisors can add cryptocurrency to a client’s portfolio Read More »

I would summarize LinkedIn for financial advisors in one single word: energy. If you want to get better at LinkedIn and you’re a financial advisor, it’s about how well you are able to transfer your energy to the audience and how it makes them feel. In this article I’m going to explain how and why. … LinkedIn for financial advisors in a single word Read More »

Many of you are asking bad financial advisor prospecting questions that are getting you nowhere on LinkedIn. Or just as bad, some of you financial advisors aren’t prospecting at all on LinkedIn for fear of “sound like a salesperson.” What do you say to someone? Here are some questions to avoid asking. Also, I’ll teach … Schlocky financial advisor prospecting questions NOT to say on LinkedIn! Read More »

The new SEC Marketing Rule 2021 is a gamechanger that will bring new dimensions to several important parts of financial advisor compliance such as testimonials, cash solicitation, and more. In this pod/blog, I interview legal and compliance advisors Richard Chen, and John Ivan and Andrew Lippman of Capital Forensics about the following topics: At a … New SEC Marketing Rule 2021 – 5 parts financial advisors should be aware of Read More »

All the financial advisors sound the same on LinkedIn and it’s pathetic. Follow these financial advisor LinkedIn profile page tips to get a page that will set you apart, not be a ho-hum presentation, and get attention from the prospects you want! You’ll learn: The types of language to leave off of your LinkedIn profile … Financial Advisor LinkedIn profile page tips Read More »