From the perspective of someone who is both a CFA® charterholder and a businesswoman, I’m going to talk about how CFA® charterholders can use not necessarily just their credential but the experience that they have been through to get new clients and to develop new business for themselves. Here are … Click Here To Read More
If you haven’t gotten the results you wanted for the money you spent, here is where you went wrong and how you should change your marketing budget to fix the problem. 
The fact that millennials are the next generation of wealth is well-documented. What remains to be explored, however, is how advisors can best design their practices to communicate with Millennials as clients. Using the right words is an important part of reaching this population. Advisor language has typically been dry, … Click Here To Read More
Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it … Click Here To Read More
I was honored to interview Charlotte Beyer, founder of the Institute for Private Investors and the Principle Quest Foundation, because she is someone for which I have great respect. What I love about Charlotte the most is her tactful ability to straddle both sides of the wealth management line … Click Here To Read More
Is it actually possible for financial advisors to get leads from social media? In this episode you’ll hear from Winnie Sun, founder of Sun Group Wealth Partners. Winnie built her digital empire from scratch through commitment and hard work to the point where it has been a source of … Click Here To Read More
In this episode of the Sara Grillo podcast, my guest Jocelyn Wright of Ascension Wealth Management and I discuss the important topic of how to increase diversity in the field of financial advising. This is great advice for those who are trying to increase diversity on their team, at their … Click Here To Read More
Here’s how I nabbed a prospect while scaling 20 floors – and some steps you can follow to meet prospects in an elevator. 
In this episode, Guy Kawasaki and I will discuss how Canva has essentially done for financial advisor social media what the Excel spreadsheet has done for financial planning and the opportunities that digital marketing presents for advisors looking to meet affluent clients. 
Despite what is commonly believed, financial advisors aren’t competing with the robos; you are competing with your own ability to provide higher value.
Robos are not your enemy but an opportunity to overcome fee compression if applied strategically. Technology has arrived whether you like it or not. Embrace what it … Click Here To Read More