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

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Welcome to my website!

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 […]

Podcast
Read my blog

Vid 65: Lead Magnet Basics for Financial Advisors

In this video you will learn the basics of what a lead magnet is for financial advisors, how to create a landing page to house the lead magnet, and how financial advisors can use lead magnets to develop their email contact list and get new prospects. It’s important for financial advisors to have a way […]

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Vid 62: Advanced Messaging Tips

In this video you will learn about some advanced messaging techniques to use on social media. The key thing to remember is that the List of 20 is not static; it is dynamic. So if somebody does not respond after 3 messages, then you should get them off the list and get someone else on […]

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Vid 63: Searching your LI connections made easy!

Many of you have qualified prospects and COIs in your LinkedIn connection base; however it is hard to be aware of them because you’d have to search and scroll which can get overwhelming. Here is an easy way. The List of 20 is dynamic, not static. If somebody is not responding, get them off the […]

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Vid 64: Beautifying your LI postings

Posting something to LinkedIn is not as simple as it would seem. In this video you will learn the process for beautifying your LinkedIn postings to increase engagement. Here are the steps to take. Paste a link where it says “start a post.” The preview image should come up. After it does, you can go […]

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Vid 60: Supercalifragilisticexpialidocious way to use the notifications feature

This video talks about how to use notifications on social media as a way to meet new people. If there is an influencer you follow or someone whose postings you like alot, keep an eye out for their next posting in your notifications and try this strategy. This is a commonly overlooked aspect of social […]

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Vid 59: Posting a video to social media

This video talks about the 2 different ways you can post a video to social media (LinkedIn or Facebook) and the advantages and disadvantages of each. Watch this video how to learn which method works best given what you are trying to accomplish. Method #1. The first way to post a video to social media […]

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Sara is very passionate about her work. Her level of enthusiasm and energy make working with her an absolute pleasure. Sara is proactive, hands-on, and I would recommend her as a marketing consultant.

– David Mazer, Retensa Employee Retention

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, CEO of Advisor Perspectives

Sara is committed to supporting our firm in every single way. A brilliant writer, she is a true partner with great drive for results.

– Glenn Laga, President, Guardian Data Destruction

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