Non-BS marketing and lead generation tactics for Financial Advisors

Are you sick of the BS yet?

If so, read on.

If not, please leave this website.

Sign Up For My Free Newsletter: Free Lead Generation Tips Emailed To Your Inbox:

financial advisor lead - saragrillo.com

Subscribe to Newsletter

Interested in getting more CPA’s to refer you clients? Join my newsletter and download your FREE copy of my CPA question list.

By submitting this form, you are consenting to receive marketing emails from: Sara Grillo. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

AS SEEN IN

3.jpg
5.png
4.png
Previous image
Next image

BLOG

Read my proven and effective financial advisor lead generation strategies. Purchase a Membership for access to all posts.

Learn More

PODCAST

Tune in to my financial advisor lead generation strategies podcast. Subscribe to automatically receive the latest episodes.

Learn More

EXCLUSIVE CONTENT

Monthly workshop, training videos, and e-books about LinkedIn lead generation for financial advisors.

Learn More

Helping ethical financial advisors communicate, without the usual crap

Transparency matters!

I help financial advisors generate leads using digital marketing in a way that is straightforward, and puts consumer advocacy first.

Learn More About Me
Linkedin Twitter Youtube

No-Nonsense Marketing Tips for Highly Ethical and Honest Financial Advisors

content guide - financial advisor lead

Content Guide

Work With Me

Hi! I’m Sara. Thanks for coming to visit. There are three distinct areas of content on this site – the blogs, podcasts and exclusive membership. 

Membership Benefits

Join Now

Get access to my exclusive content such as training videos, interactive membership webinars and virtual coaching.

Newsletter

Subscribe to Newsletter

Interested in getting more CPA’s to refer you clients? Join my newsletter and download your FREE copy of my CPA question list.

By submitting this form, you are consenting to receive marketing emails from: Sara Grillo. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

Subscribe

Testimonials

Here's what some of my clients have to say

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
Previous
Next
View All Reviews

Latest Blog Posts

Latest Podcasts

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.
  • eBooks

    A Financial Advisor Marketing Plan That WON’T Stress You Out!

    Marketing plans often consume too much of the financial advisor’s time and money, causing undue stress. They could be radically simplified which is the point of this e-book. In this e-book I will explain the foundation of a good financial advisor marketing plan, and then I will provide you with a Financial Advisor Marketing Kit that you can use to design your own. This simple and clear Marketing Kit has only five required components.

    Add to cart
  • 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. Every single one of the 47 messages is two sentences or shorter.

    Add to cart

Are you sick of the BS yet?

Sign Up For My Free Newsletter: Free Lead Generation Tips Emailed To Your Inbox:

Contact Me

Linkedin Twitter Youtube
Become A Member

Privacy and Terms | View Products | View Cart