CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk to CPAs to come across as a robust resource, an indispensable resource to their business, rather than a PowerPoint pushing nuisance.
Podcast: Play … Click Here To Read More
The compliance process has long been viewed as a necessarily evil by the RIA community. In this 30 minute free webinar, financial advisors will learn how to simply the compliance process, reducing time and money invested, for content they are producing for their blogs, websites, and social media.
You will … Click Here To Read More
This is 100% action-based monthly program for advisors who want to get leads and who have at least 6 minutes a month. Sign up to be notified of its launch. 
Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the moment. Here’s why and how you should be reaching them.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | Android | Email… Click Here To Read More
How can financial advisors manage to look professional and incorporate some personality into their look at the same time? I interviewed Michael Ferrera, who is both a financial advisor and a fashion and image consultant, for advice about to dress with the changing seasons, how to dress to counterbalance … Click Here To Read More
This episode of the Sara Grillo podcast was a game show featuring a famous judge and four financial advisor contestants. 
Bill Bengen’s 4% Rule was a revolutionary insight that changed the way portfolios are managed. To this day his thinking governs modern money management. I was honored to speak with Bill about what it took to generate that level of game-changing insight and how financial advisors who wish to set … Click Here To Read More
From the perspective of someone who is both a CFA® charterholder and a businesswoman, I’m going to talk about how CFA® charterholders can use not necessarily just their credential but the experience that they have been through to get new clients and to develop new business for themselves. Here are … Click Here To Read More
Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it … Click Here To Read More
I was honored to interview Charlotte Beyer, founder of the Institute for Private Investors and the Principle Quest Foundation, because she is someone for which I have great respect. What I love about Charlotte the most is her tactful ability to straddle both sides of the wealth management line … Click Here To Read More