Join membership for exclusive training on financial advisor lead generation!

Join Now

I'm Sara Grillo - Top Financial Author, Podcast Host, & Keynote Speaker

Some of the Brands I’ve Worked With

Latest News

Vid 60: Supercalifragilisticexpialidocious way to use the notifications feature

This video talks about how to use notifications on social media as a way to meet new people. If there is an influencer you follow or someone whose postings you like alot, keep an eye out for their next posting in your notifications and try this strategy. This is a commonly overlooked aspect of social […]

To access this post, you must purchase Membership Portal.

Podcast
Read my blog
Sara Grillo 2020 Keynote Talks

Sara Grillo 2020 Keynote Speaking Topics

Cost for any of the below talks is $5,000 plus travel,  hotel, and meal reimbursement. Message me here to set up this talk at your company. Why are my talks worth $5k? Because I make a point to do more work so that I deliver a more lasting and impactful talk than most speakers are […]

Guide to my Extremely Snarky Content

Hi! I’m Sara. Thanks for coming to visit! By now you may have gathered I publish a ton of content on the internet on financial advisor leads. But with so much to choose from (podcasts, videos, blogs, etc.), where can you find what you need? Here’s a quick guide. YouTube In these videos I discuss […]

Vid 55: Crisis Social Media Postings That Will Engage Your Network during a Crisis

I see many people posting the wrong things to social media during the coronavirus. Here are some examples of social media postings you can do, as well as some guidelines to posting to social media during a time of crisis. The point of posting to social media during a crisis is to show leadership and […]

To access this post, you must purchase Membership Portal.

Vid 54: Financial Advisor Prospecting Messages to use during Crisis

Times of crisis such as the coronavirus are the times when financial advisors are of their highest value to the public. Don’t spoil your chances of reaching the people who really need you by speaking in jargon, cliche, and not getting your point across. Here are some messages for financial advisors to send in a […]

To access this post, you must purchase Membership Portal.

Vid 53: Crisis Communication Guidelines for Financial Advisors

Here are some guidelines for how financial advisors should communicate during a time of crisis. It is applicable to the coronavirus and also applicable to financial advisors who are want to expand their business during trying times such as a market downturn, recession, or any other challenging time of crisis. The following are financial advisor […]

To access this post, you must purchase Membership Portal.

In what order do I watch the Membership Videos?

My membership covers a variety of subjects. This blog presents an order in which you should watch the membership videos. To access these videos, please log on to your portal and input the password for each vid. If you have trouble getting to the videos, please access the FAQs doc here. Step #1: Setting up […]

See More Content

Sara is very passionate about her work. Her level of enthusiasm and energy make working with her an absolute pleasure. Sara is proactive, hands-on, and I would recommend her as a marketing consultant.

– David Mazer, Retensa Employee Retention

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, CEO of Advisor Perspectives

Sara is committed to supporting our firm in every single way. A brilliant writer, she is a true partner with great drive for results.

– Glenn Laga, President, Guardian Data Destruction

Hire Me

To Speak At Your Next Event

Contact Me