I'm Sara Grillo - Top Financial Author, Podcast Host, & Keynote Speaker
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Introducing the Two Sentence Rule. Cut!
The future of financial advisor communication is brief, and it is digital. Are financial advisors really prepared for this? Let’s face it. Most financial advisors hate marketing. And most prospects hate it when financial advisors prospect to them. Is there any way to solve this disconnect? The solution is empathy. We have to create a […]
By the way, why haven’t you joined my membership yet?
My membership is great. Have you joined yet? If not, why not/ Here are my responses to the common questions that people tend to have when they are considering joining the Sara Grillo membership. Why is there a $100 sign up fee? I hear you. People are often curious why there is a $100 fee […]
Vid 45: So you got the meeting…now what?
What do you say when you actually get a meeting with someone you meet through LinkedIn or Facebook? The big mistake many advisors make when they get a meeting online is that they assume you act the same with an online lead than you would act if it were someone you met in person at […]
As you know, I’m a bigger fan of images than words to convey your point. Try using an Emoji in your messenger communications as well as in your postings. A few words of advice would be: The more informal emojis such as hearts, etc. should be used cautiously as it may be misinterpreted by the […]
Vid 43: 5 Step Social Media Funnel – ESSENTIALS ONLY
Don’t make this more complicated than it needs to be. You need a process to get people into your pipeline and get meetings with them. However you don’t want to spend all day doing it. Keep the process simple and streamlined and use these 5 steps. Step #1: Revise LI profile. See Vid #7. Step […]
Not everyone is going to respond to someone they meet on social media (and especially if you are a financial advisor!), but there are certain things you can do to increase the likelihood of getting a response. In our membership I have included several examples of messages you can use. Aside from taking advantage of […]
Vid 41: High Empathy Messaging
When you connect with someone and you aren’t getting them to respond back after the initial connection, use higher empathy in your messaging. High empathy messaging tips: • Be blunt about why they may be hesitating to interact with you – you may as well if the others aren’t getting you anywhere. Some people will […]
If you are taking the #CFA exam in 2020 or know someone who is, these tips may reduce uncertainty at a very stressful time. https://t.co/bnIyMj07Y6
Don't push yourself too hard? What? Oh heavens forbid you should get tired or be uncomfortable from working hard? Oh please. Nobody who ever achieved anything big would say that. https://t.co/wuQl19chqM
Actually I don't hate LinkedIn Sales Navigator; I hate how people misuse it. https://t.co/xjGqc9FQtP #linkedin #prospecting
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