The Sara Grillo Podcast
By The Sara Grillo Podcast
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When I was a financial advisor for many years, I found that there was so much bad financial advisor marketing. That the industry was riddled with cliches and when I tried to express myself, I didn't get very far and I was constantly frustrated. I established this podcast to help financial advisors as I am a talented writer and a talented communicator. Listen to this podcast to figure out how to improve your social media, website, and ability to drive leads online. I have such a gift to give to you and it is the gift of improved communication for financial advisors.
||CleanUsing Your CFA Designation to Power Your Private Wealth Practice||Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available to them to develop their wealth management practices. You will learn:||1/15/2019||Free||View in iTunes|
||CleanWhat’s Risk Got to do With It?||I felt it was important to have a discussion about risk because over and over again in my interviews with my advisor clients, client misunderstanding of risk keeps coming up as the #1 reason that advisors lose clients. Or,||1/8/2019||Free||View in iTunes|
||CleanMuch Ado about Blogging – with Michael Kitces||Blogging is a valuable tool for financial advisors embracing the digital age, and there has been much ado about it. Yet it is rare for a blog to reach the point where it is driving significant business growth. This podcast,||12/14/2018||Free||View in iTunes|
||CleanThe Cool Way to Talk About Insurance with Barry Flagg||How do you talk about life insurance and sound cool? It’s really harder to do than you would think. Any mention of insurance is typically enough to make clients want to run the other way. In this episode of the Sara Grillo podcast,||12/7/2018||Free||View in iTunes|
||CleanHow to Not Screw Up Your Website with Dan Solin||Advisors are notoriously wasting money on their websites. If your website is failing to generate leads for you, it is because the content is not jiving psychologically with prospects. In this episode of the Sara Grillo podcast, listeners will learn:||12/4/2018||Free||View in iTunes|
||CleanHow to Meet New Clients During the Holiday Season: Webinar Replay||The holidays is not typically thought of as the most opportune time for meeting new clients. In this webinar you’ll learn that the opposite is true – that high socialization and high activity times like this are in fact an open door for meeting new||11/28/2018||Free||View in iTunes|
||CleanGameshow [Extremely Humorous]||This month’s gameshow was action packed, featuring judge Vikram Rajan of phoneBlogger.net and contestants Sheryl Garrett of the Garrett Planning Network and Scott Salaske of FirstMetric. You’ll enjoy the interplay of skill and chance in this episode||10/28/2018||Free||View in iTunes|
||CleanHow to Leverage Your Charisma with Kim Seltzer||Business success depends heavily upon the person to person connections that you make. Often we try to make it more complicated than that, but it boils down to the connection human being to human being. Our guest Kim Seltzer,||10/27/2018||Free||View in iTunes|
||CleanDoes My Website REALLY Look Like That?||Let’s be real. Sometimes stock photos can be so tacky. Are your photos projecting the wrong image on your website?… Click Here To Read More||10/22/2018||Free||View in iTunes|
||CleanHow to Charge Your Client a Flat Fee Without Making Anyone Unhappy||The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put t||10/22/2018||Free||View in iTunes|
Good advice, average listening
Sara, I’ve listened to a dozen episodes of your podcast. Excellent job! I respect what you’re doing, which I believe can be summed up as shining a light on what advisors, a backward group, do wrong. I believe in your mission! For entertainment value, you make the most of your ebullience; I applaud it! I love the content; maybe not the delivery. For example, your extremely humorous game show highlights some need for improved editing skills. Why not allow contestants a full minute to answer, then edit out the silence? Next steps take you past blogging and into podcasting.
Breath of fresh air
Relevant and straight to the point topics , fresh content presented in short and unique way = gold!
She Shares Actionable Tactics
Sara dishes out actionable tactics in a way that's easy to digest. Her show is packed with energy, passion and it's clear she's making moves to share content that will resonate with you. Thank you for sharing!
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