Vid 24: Transition Strat #2, try these 3 LinkedIn messages

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June 3, 2019

Once you get someone’s attention on LinkedIn or connect with them, here are some messages to use as follow up so that you can get a meeting with them and advance the prospect to the next step.

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Hi, I’m Sara!

Hi! I’m Sara Grillo. Thanks for coming to visit! Here’s a quick

September 30, 2020

Financial Advisor LinkedIn

Getting access to my Exclusive Content

I publish exclusive content about financial advisor lead generation. Here are my responses

August 3, 2020

This blog talks about the real experience that somebody had being an Edward Jones financial advisor.

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What’s it like being an Edward Jones financial advisor?

If you are thinking about becoming an Edward Jones financial advisor, STOP

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Top financial advisor lists and rankings are bullcrap! Abolish them!

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Why useless financial advisor rankings lists should be put to rest!

This blog is not for the faint of heart. I am writing

June 2, 2022

Advice-only financial planners are a force to be contended with!

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Advice-only financial planners are stealing the show!

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.

May 23, 2022

Here is a list of low cost financial advisors.

Practice Management

Here’s a list of low cost financial advisors who WON’T cost you a bloody fortune!

Although the cost of financial advice has come done somewhat from past

May 16, 2022

Direct indexing is poison - don't invest your clients portfolios into it!

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Don’t poison your clients’ portfolios with Direct Indexing!

Direct indexing sucks – don’t do it. Here are the reasons it

May 9, 2022

Vid 24: Transition Strat #2, try these 3 LinkedIn messages

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RELATED POSTS

Hi, I’m Sara!

Getting access to my Exclusive Content

What’s it like being an Edward Jones financial advisor?

Why useless financial advisor rankings lists should be put to rest!

Advice-only financial planners are stealing the show!

Here’s a list of low cost financial advisors who WON’T cost you a bloody fortune!

Don’t poison your clients’ portfolios with Direct Indexing!

Are you sick of the BS yet?

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