Oh, so you work with business owners?

Subscribe: Email | RSS

Saying “I work with business owners” on your LinkedIn profile is like saying, “I wear clothes.” Can you be any vaguer?

To join the Sara Grillo Membership, please click here.

Music is Arp Bounce by Geographer

Any questions? Send 'em in!

Transparent Advisor Movement

Here is a list of flat fee financial advisors by state.

January 24, 2026

Transparent Advisor Movement

What Is a Flat Fee Financial Advisor? A flat fee financial advisor

January 24, 2026

Financial Advisor Marketing

In this blog I’m going to describe what a financial advisor marketing

January 24, 2026

Transparent Advisor Movement

Many may think when they see the words ‘ flat fee’, that

May 9, 2025

Transparent Advisor Movement

Mark Berg of Timothy Financial has a great story about how he

January 3, 2025