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

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Sara Grillo NYC Financial Services Keynote Speaking Topic List

The “No BS” Keynote Speaker

Hi there and thanks for visiting my page. My name is Sara Grillo and I am a financial services keynote speaker based in New York. Most Speakers are BS artists in Disguise Here’s something I’m onto. Can I tell you about it please? A while ago I figured out that most keynote speakers are really […]

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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. Setting up your profile […]

Vid 31: How to Make This Awesome Thumbnail

If you were to hire a graphic designer to create all your images it may get a bit expensive. This is a way to create your own images for use on social media, your website, newsletters, etc. These cut out images look great and are a way to use your authentic photography instead of stock […]

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Vid 30: Transition Strat #3: Little Humor Quip

When you are connected with someone and can’t get a meeting, try using humor. Here are some examples of tastefully humorous messages you may want to try to move someone from a cold to warm connection on LinkedIn. Here are some example you can use, or you may want to try making up your own. […]

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Vid 29: LinkedIn Message Sequence for Super Prospecting!

Use this four Step LinkedIn Messenger sequence to engage current connections or reach new prospects on LinkedIn. This video will walk you through a four step process for getting new connections to get to know you without weirding them out or overselling them. It will also teach you how to invigorate your existing connections and […]

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Vid 26: Suggestions for Meeting Compliance Requirements

Here are some ideas that can make it easier for financial advisors to meet their compliance requirements. Share this:TwitterFacebook

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Vid 27: The 3 Month Regimen

This is what you should be doing every 3 months to keep your LinkedIn account well maintained. Share this:TwitterFacebook

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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

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