Non-BS marketing and lead generation for Financial Advisors

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Marketing services for RIA firms, financial advisors and Wealth Managers

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For 10 years I have helped financial advisors get new clients using digital marketing in a way that is straightforward, fair, and logical.

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Testimonials

"Sara gave us great advice on improving our website, writing better content and ultimately was with us every step of the way... we couldn't thank her enough"
Todd Gourno
Financial Advisor
"She's amazing... she cares about you as a financial advisor... if you're looking for direction, she's your person, you're going to get a ton of value working with her"
Todd Calamita
Financial Advisor
"Avier's marketing machine today is, I think, second to none for a firm our size. And truly when I think about what was one of the catalysts of this journey, and that was crossing paths with you, and helping us understand the nuances of marketing, especially with LinkedIn, video, etc."
Dave Welty
Financial Advisor
"I want to recommend Sara Grillo for all your social media needs... she cares and we've generated really good content that has caused people to reach out to us"
Norman Chait
Financial Advisor

Testimonials

Here's what financial adivsors have to say about how I helped them get new clients.

Sara Grillo is an excellent professional and probably No#1 business writer at the moment. I had an opportunity to work with 1-2 other business writer before Sara. But Sara is really focused in her work, very proactive and most importantly task oriented. Above all, she understands her client’s requirement and can provide Solution very easily.
Aminul Haque, Enterprise Application SpecialistOracle
Sara is great. Her YouTube channel is amazing and her resources are perfect supplements to what she says. She is also willing to go out of her way to help her subscribers with any questions they may have. Thank you Sara
Amara Gill Anwar
Amara Gill Anwar
Sara recently spoke at an event hosted by the Investments & Wealth Institute for high-end financial advisors from diverse channels. She made her presentation interactive and engaging, which provided a unique and useful experience for attendees. Sara was also well-prepared and easy to work with.
Devin Ekberg, CFA, CPWA, CIMA, Chief Learning OfficerInvestments & Wealth Institute
Sara is a top-notch speaker. We have hired her to present webinars for our audience. She is lively, engaging and has a strong grasp on the technical details of the materials she presents. I highly recommend her as a speaker for your event or webinar.
Bob Huebscher, CEOAdvisor Perspectives
Gave me some good ideas . Well done!
Anonymous
Anonymous2019 webinar
A good friend/business colleague called to congratulate me on my blogs, social media posts, and articles in Forbes. He told me that I should quit my day job and just do social media, because I am that good. I didn’t have the heart to tell him that Sara Grillo has been guiding me and helping me with all of it. Could not do any of this without her.
Norm Rosenberg, PresidentRosenberg Interior Technologies
I can’t say enough great things about Sara! She was always a pleasure to work with – always sharing innovative ideas, creating write ups for me in a pinch and helping me stay organized. She is so knowledgeable about so many industries. It was easy for her to understand what we do – when most people don’t. I highly recommend her and look forward to working with her again in the future.
Vanessa Vega, Director of MarketingQuest Workspaces
Very thought provoking. Looking forward to your list of items to discuss.
Anonymous
Anonymous2019 webinar
I enrolled in Sara’s unique program to polish my “brand” in the job market, and saw results almost immediately. Her effective methodology pushed me out of my comfort zone and gave me the edge I needed to stand out. I highly recommend Sara for all things related to sales, marketing, and personal rebranding.
Eli Rietti, Junior AnalystMilton Berg Advisors
Sara is an excellent listener and quickly determined the challenges we faced in social media marketing. Despite not having any experience in our unique industry, Sara was able to compartmentalize our target market and put us on a disciplined social media program that we’re confident will be of great benefit to us.
Bruce Wells, Director, Marketing & Design DevelopmentInnovant
Please let me express my appreciation for your excellent quality of work and diligent follow thru which you showed in working with Prime Manhattan Realty. Your focus and attention to detail in working with each company member really got the job done. I look forward to working with you in the future to fine tune our social media requirements. You made a difficult job a lot easier to complete.
Jonathan Anapol, PresidentPrime Manhattan Realty
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This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.
  • eBooks

    47 Financial Advisor LinkedIn Messages and Sequences

    I wrote this for financial advisors who want to be perceived as high quality people on social media. This e-book contains 47 messages you can use on social media messenger to reach prospects of all types (business owners, corporate employees, job changers, and more), COIs, reporters, and other useful connections.

    Add to cart