Join membership for exclusive training on financial advisor lead generation!

Join Now

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

Some of the Brands I’ve Worked With

Latest News

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 […]

Read my blog
These are the objections and questions that people have when considering joining the Sara Grillo membership.

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 […]

To access this post, you must purchase Membership Portal.

Vid 44: Emoji It Up!

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 […]

To access this post, you must purchase Membership Portal.

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 […]

To access this post, you must purchase Membership Portal.

Vid 42: Messaging Basics

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 […]

To access this post, you must purchase Membership Portal.

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 […]

To access this post, you must purchase Membership Portal.

See More Content

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

Hire Me

To Speak At Your Next Event

Contact Me