Sara Grillo

I can teach you to market without the BS!

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Blogs

In this blog financial advisors will learn about a few sample scripts for their LinkedIn postings.

Vid 79: LinkedIn posting scripts for financial advisors in 2021 (+ examples)

In this video and blog, I am going to discuss two LinkedIn posting scripts for financial advisors. Are you not sure what to say on LinkedIn if you want your post to get good views? There are certain things you can do if your goal is to optimize the performance of your LinkedIn posts in […]

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In this blog and video, you will hear about a valuable financial advisor LinkedIn tip which involves uploading PDF's as a posting to LinkedIn to attract more views in the feed.

Vid 78: Financial advisor LinkedIn tip – the PDF upload posting

Here are five free financial advisor marketing tools and a few that are just plain cheap!

5 free financial advisor marketing tools + 3 cheap ones!

This video and blog talk about the financial advisor linkedin strategy for 2021 that you should follow if you are a financial advisor or financial planner and you want to get new clients from social media.

Vid 77: Financial Advisor LinkedIn Strategy for 2021

The goal of this blog is to answer the question of how much financial advisors make, what a typical financial advisor or financial planner salary is, what entry level financial advisors get paid, and how to improve financial advisor profitability.

Financial Advisor Salary: How Much do Financial Advisors & Planners Make?

The Small RIA Firm Poverty Trap (and How to Escape)

Podcast

In this article I discuss financial advisor and planner salary and how much financial advisors will probably earn in 2021.

How much will financial advisors and planners make in 2021?

In this podcast, I interview Chris Roehm and get his tips on how financial advisors can get leads from LinkedIn.

How can a financial advisor get leads from LinkedIn?

In this blog you'll hear four social media and LinkedIn tips for heavily regulated broker dealer reps and financial advisors who works at wirehouses.

LinkedIn social media tips for highly-regulated and wirehouse broker dealer reps

In December 2020 the SEC ruled to allow financial advisors to use testimonials in their marketing.

SEC rule allows financial advisor testimonials. Big whoop.

In this blog, I'm talking about my five best podcasts on the topic of prospecting and lead generation for financial advisors and financial planners.

Best financial advisor prospecting podcasts

The future is clearest with Bob Veres

You will learn what the parts of a good financial advisor marketing plan are and be able to access a downloadable template

Financial Advisor Marketing Plan + Downloadable Template

Two Sentence Financial Advisor LinkedIn Scripts

Financial Advisor LinkedIn Messages and Sequences that will NOT make you look Stupid

Here are some financial advisor marketing moves to make now that we know the election results

Financial advisor marketing ideas after election

In this blog and podcast, financial advisors will learn how to compose LinkedIn messages that get them leads and meetings.

LinkedIn Prospecting Messages and Sequences that get Financial Advisors Leads

Crisis Marketing Strategy for Financial Advisors during COVID-19

This financial advisor is kicking ass with COIs

Financial advisor sales tips: Interview with Dan Solin on how to relate to anyone

Special announcement

Financial advisors can get more people to go to their website!

Here are 5 financial advisor lead magnets that are going to make prospects say HECK YEAH!

5 Financial Advisor Lead Magnets that make prospects go HECK YEAH!

Ain’t never gonna beat the competition by copying them!

If you’re so high value, then why don’t you start acting like it?

financial advisors who are fighting with their clients or prospects about fees should do take this action.

Stop fighting about fees by doing THIS

Stalls may happen in a financial advisor sales funnel and here is how to handle them!

5 step stall-breaker for the financial advisor sales funnel

In this blog financial advisors will learn how to kickass using social media advertising

Social media advertising for financial advisors – don’t get played!

Understanding you better

Viral financial advisor selfie photos

In this podcast with Dan Cuprill I discuss the ways that financial advisors can increase profitability.

Stop breadcrumbing away your profitability as a financial advisor!

In this podcast/blog you will learn why financial advisor sales funnels bite and what you can do to improve yours.

Financial Advisor Sales Funnels bite (make yours better)

Are we still a Capitalist Nation? -with Lance Roberts

Having fun drives down the cost of a financial advisor lead! (true story)

In this podcast we speak with Benjamin Brandt, a financial advisor who successfully gets leads from the internet podcast he runs.

Success story of a financial advisor who gets leads from the internet with Benjamin Brandt

Financial advisor lead generation services stink!

How much should financial advisors give away for free during a prospect meeting?

Financial Advisor Prospect Meeting: How much to give away for free?

Put that DIY client in their place!

Grounded goals (non corny)

Real Talk: If you are this financial advisor then STOP doing any marketing

DOL gives green light to 401ks to invest in private equity. BIG FREAKING WHOOP.

Looking hotsy-totsy on a Zoom call

Positivity Pill. I’m writing you the prescription.

We’re Zooming!

Go get 20

Has anyone else lost their *#%@ mind yet?

3 Ways to Use a Face Mask to Get New Clients

What will financial planning look like in 10 years?

That star spangled banner still waves!

Will anyone pay me $10k in AUM fees during a market crisis?

Say “FU” to the SBA Loan

Seek the questions and the people will follow

4 ways to communicate clearly in a crisis

What not to say in a crisis

Response to Marty Bicknell 22 Billion and Counting

Here are 4 ways for financial advisors to get new clients during the coronavirus

4 Ways to Get New Clients during the Coronavirus

I speak with Daniel Jones of the Aspie World to discuss how to financially empower those blessed with the beautiful gift of autism.

Financially Empowering those Blessed with the Gift of Autism

In this podcast you will learn the opportunity that the coronavirus presents for financial advisors to grow their businesses during the coronavirus.

Fun and creative ways to grow your business during coronavirus

Ignore this horrifying advice from industry thought leaders about what financial advisors should do in the next recession.

Ignore this horrifying advice about the next recession

Fashion Advice from Antonio SABROSURA!

In this podcast we talk about a highly reward strategy for cultivating relationships with centers of influence for financial advisors to use.

Super Dope COI Strat for 2020

Yaaaaas it’s finally here!

Weird Questions I Can’t Answer

Is your financial advisor elevator pitch crap?

The Locksmith

How financial advisors can improve their marketing return on investment.

Stop Barfing. It will improve your Marketing ROI.

Dinner Seminars that Rock like Eddie Van Halen

Thrilled to have Dan Solin guide us through what financial advisors should say in the first meeting with a prospect.

Dan Solin’s Instructions for a Human First Meeting

Would you enjoy being a client of your own practice?

Get Ready for that Awkward Talk about Dementia! (cringe)

The Uncommon Iris of Empathy

Empowering Those Blessed with the Beautiful Gift of Dyslexia

4 Social Media Posts that Make You Look Totally Fake

Brilliant One Sentence Elevator Pitch

Story of a Financial Advisor who is Ridiculously Successful with Business Owners

Niche it out Moore, Por Favor!

Well-Heeled Wonder

Higher Empathy Websites Win!

Happy New Year (The Big Lie)

Story of a Financial Advisor Who Succeeds on LinkedIn

Building a Luxury Brand (like the Ritz-Carlton)

Unauthorized Transaction

Sick of BS Marketing

Story of a Successful Female Advisor

It’s That “ESG Thing” (Again)

One week after KF. Now what?

Weird, yet good, idea

Oh, so you work with business owners?

The Two Sentence Rule. Try it today.

Leading Your Own Independence

Sick of these BS Conferences

Cracking the Code of the Sudden Wealth Client

Let’s Get Past the Lip Service on Getting More Women into Finance

I Want Your Feedback On My Podcast (Please)

This show is about how financial advisors can prepare their clients for the opioid crisis.

Preparing Your Clients for the Opioid Crisis

43 Second Motivation from People Who are 4 and 3 Years Old

Fiduciary Gangsta

Clapping Back on Fee Objections

Innovate, Disrupt and Win!

Get a Lit Profit Margin

Cliche Don’t Pay

Less is More (For Sure!)

Getting More Women into Financial Advising [Brutal Honesty]

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

5 questions financial advisors should include on the 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

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

sara-grillo-financial-advisor-gameshow-october-2018

Gameshow [Extremely Humorous]

How to Leverage Your Charisma with Kim Seltzer

financial-advisor-website-photo-guidance

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!

how-financial-advisors-look-dapper-michael-ferrera

Seasonal Fashion Advice for Financial Advisors

Game Show [Extremely Humorous]

What it Takes to be Insightful with Bill Bengen

Marketing Tips for CFA® Charterholders

1%-fees-dead-financial-advisors-scott-mackillop

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

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

Exclusive content

How to Get Ahead of 99% of Financial Advisors – Get a Big Brand

Lead generation is one of the biggest challenges for financial advisors. Learn how to fill your pipeline by creating your own unique and big brand.

Should Financial Advisors Buy Leads; are Lead Generation Services Worth It?

This article provides an objective, third party analysis of the major lead generation services as well as the pros and cons of outsourcing lead generation for financial advisors, RIA firms, CFPs, and wealth managers.

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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Hi, I’m Sara!

Hi! I’m Sara. Thanks for coming to visit! Here’s a quick guide to the content on this site. Pod-Blog (Podcast/Blog) On my podcast/blog I discuss overall financial advisor lead generation strategies. The pieces are written out in blog form, and also available as a podcast. So you can either read or listen, depending on what […]

Vid 73: Text only LinkedIn postings

Believe it or not you do not always have to use images or videos in your LinkedIn postings – and this video is going to show you a successful example of why not. There are certain instances in which it is perfectly fine to use a text only LinkedIn posting. The thing that it is […]

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Vid 72: Humble AF LinkedIn messages for financial advisors

Here are some low key and humble LinkedIn messages for financial advisors to use on LinkedIn when you reach out to someone who doesn’t know you well. Often a low key approach is best and that is because you can really freak people out by coming on too strong. They’ll worry that you are trying […]

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Sara Grillo @grilloinvest·

18h

How many people do you think aren't wearing #pants on a #Zoom call? Enter your guess below and I'll tweet the answer tomorrow.

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Sara Grillo @grilloinvest·

21h

What is the best 🎖 way for financial advisors to use emojis in their LinkedIn titles?

Should you just slap on any ole’ emoji and call it a day? 🤔
https://www.linkedin.com/posts/sgrillo_what-is-the-best-way-for-financial-advisors-activity-6760196175636369408-PpzZ

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Sara Grillo @grilloinvest·

22h

i just wanted to say thank you to all of you who have been reading my articles and consuming my podcasts and videos. i really appreciate the support of my work. -sara

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