Sara Grillo, CFA

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

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Vid 22: Getting onto Google page one

How financial advisors can find the right keywords and improve their rank in Google. Share this:TwitterFacebookGoogle

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Vid 20: Graphic design for Financial Advisors

Vid 21: So, you’re recording your first YouTube video!

Vid 19: Striking a Chord to Get People’s Attention

Vid 17: Try this Meeting-Getting Technique on LinkedIn

Vid 18: Results, Results, Results! Let’s Get ‘Em!

Podcast

Here are five questions to add to your financial advisor risk tolerance questoinnaire.

5 Questions You Should Include On Your RTQ (But Aren’t)

Is Amazon the next big player in financial services? Listen to hear Ric Edelman's take as well as his advice for what it means to be competitive in the digital age of financial advice.

Hail, Mighty Amazon!

Financial Advisor Who Gets Leads from YouTube

Ways to Get Rich People to Go To Your Website

Talking about Risk does not have to be a Molotov Cocktail

Here are some tips for financial advisors who want to assess a prospect's financial personality before the first meeting.

The Formula for a Burning Hot First Date

Running like your hair is on fire is not an attractive trait in a financial planner. Learn how to scale your business and improve margins.

Running Around With Your Hair on Fire Is Not Attractive in a Financial Planner

If you are a financial advisor firm here is how to pick a website platform that rocks.

Choosing a Web Platform that Rocks your Financial Advisor Firm

Technology Singularity and the Client Experience – with Ron Carson

Swag like Swedroe: Communication Tips from an Investment Thought Leader

Is the Future of Advisor Software Free?

How CFA charterholders can develop their wealth management practices

Using Your CFA Designation to Power Your Private Wealth Practice

This podcast discusses a better way for financial advisors to assess risk with Aaron Klein.

What’s Risk Got to do With It?

How financial advisors can be successful at bloggin with Michael Kitces.

Much Ado about Blogging – with Michael Kitces

Here's the cool way for financial advisors to talk about insurance.

The Cool Way to Talk About Insurance with Barry Flagg

Joinus for a webinar about how financial advisors can avoid screwing up their websites.

How to Not Screw Up Your Website with Dan Solin

How to Meet New Clients During the Holiday Season: Webinar Replay

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Gameshow [Extremely Humorous]

How to Leverage Your Charisma with Kim Seltzer

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Does My Website REALLY Look Like That?

How to Charge Your Client a Flat Fee Without Making Anyone Unhappy

How to Talk to CPAs So They Will Like You

Don’t Forget About Generation X!

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Seasonal Fashion Advice for Financial Advisors

Game Show [Extremely Humorous]

What it Takes to be Insightful with Bill Bengen

Marketing Tips for CFA® Charterholders

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Is 1% Dead and Gone? With Scott MacKillop

Winnie Sun talks about how financial adviors can get leads from social media by building an empire.

How I Built My Lead-Generating Social Media Empire with Winnie Sun

How to Talk to Millennials so They Actually Listen

Don’t Fight the Robos! – with Betterment’s Cara Reisman

Shoot the Ball

Ep 10: Join “Team Text Message”

Ep 9: Communicating to Influence with Steve Sanduski

Ep 7: Thinking Bigger with Jeffrey Hayzlett

Ep 6: What’s Wrong With My Website?

Episode 5: How To Dress Casual And Still Impress Rich People

Episode 4: How To Connect With Big Shots On LinkedIn

Episode 3: How to Close Online Leads

Episode 2: What To Do If Your Social Media Stinks

Episode 1: Don’t Be A Cliche

Read my blog

Here are the best hairstyles I see the top independent broker dealer CEOs pulling off, and how they brands they lead have benefited.

5 Independent Broker Dealer CEOs with the Best Hair in 2019

Hair matters. In no particular order, here are the best hairstyles I see the top independent broker dealer CEOs pulling off, and how the brands they lead have benefited. #1 Dan Arnold of LPL Why he made the 2019 “Best Broker Dealer CEO Hair” list I love how Dan Arnold has hair that moves. Seriously. […]

If I were to design a briefcase bag, here’s what it would look like.

Redesigning the Briefcase Bag

For years I’ve been searching for a briefcase bag that is professional yet stylish at the same time – and I’m constantly frustrated. If I were to design a briefcase bag, here’s what it would look like. Why the current options stink I find it unfulfilling every time I have to buy a briefcase bag. […]

Here are some great sock options that you can consider that won’t make you sacrifice your professionalism or your style.

Cash in Those Sock Options

Does anyone agree with me that pantyhose is perhaps the most uncomfortable piece of clothing on the face of the earth? Here are some sock options that you can consider that won’t make you sacrifice your professionalism or your style. Why I threw mine in the pail I’ve never been a fan of nylons from […]

Vid 15: Rockstar Blog Posts on LinkedIn

Tips for how to make your content go far.

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Vid 14: How to get Podcast Interviews like a Celeb

Want to get podcast interviews like you’re the hottest news on the block? This technique may work for you.

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Vid 13: Tag, You’re “It”!

In business you’re only as good as the people who know you, and success is way easier to come by when you have a network of supporters behind you. Here’s a LinkedIn technique you can use to activate them while growing your visibility and influence on LinkedIn.

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