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Financial advisors are skeptical that leads can be gained from social media. It can be a source of leads, but I see so many financial advisors using awful pick up lines. In this episode I’ll go over what you should and shouldn’t be doing when you reach out to Big Shots on LinkedIn. I’ll also explain to you a magic extra step that you can take to improve results dramatically.
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.
In Episode Seven of the Sara Grillo Podcast I interview global business
In this episode, I interview Kirk Deis of Treehouse 51 and The
