Sara Grillo, CFA

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

Some of the Brands I’ve Worked With

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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. A while ago I made a business decision to remove any BS from my talks. Here’s what I mean: I won’t self refer I won’t talk about what I do […]

The “No BS” Way to Give a Keynote Speech

This article talks about what content of Sara Grillo's videos, podcasts, and blogs about financial marketing is best for you.

How to Choose What Sara Grillo “No BS” Content is Best for You

In What Order do I Watch the Membership Videos?

Vid 31: How to Make This Awesome Thumbnail

Vid 30: Transition Strat #3: Little Humor Quip

Podcast

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

Marketing Lab Rat

How financial advisors can improve their marketing return on investment.

Stop Barfing. It will improve your Marketing ROI.

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 You Should Include On Your 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

Talking about Risk does not have to be a Molotov Cocktail

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

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Gameshow [Extremely Humorous]

How to Leverage Your Charisma with Kim Seltzer

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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!

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Seasonal Fashion Advice for Financial Advisors

Game Show [Extremely Humorous]

What it Takes to be Insightful with Bill Bengen

Marketing Tips for CFA® Charterholders

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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

How to Talk to Millennials so They Actually Listen

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

Read my blog

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 […]