The Two Sentence Rule. Try it today.

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Financial advisors, want to grow your practice? Try shutting up.

In this podcast, I’m going to teach financial advisors how to communicate in two sentences or less, so you feel more confident and the client gets you better. It’s an awesome technique has helped a ton of people.

By the way, thanks for joining me.

For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics and it is best described as “fun and irreverent.” So please subscribe!

Sara Grillo, CFA is a highly fun and slightly crazy marketing consultant based in NYC.
I am an irreverent and fun marketing consultant for financial advisors.

So if you’re looking for some straight up talk then you’ve come to the right place!

Sara Grillo’s Two Sentence Rule – and why it works

In this podcast, I talk about how to speak in two sentences in many of the situations you financial advisors encounter in your prospecting travels. The Two Sentence Rule has all sorts of applications in financial advisor communications.

  • Elevator pitches
  • LinkedIn messages
  • Websites
  • Emails
  • Newsletters
  • Phone calls

The main premise behind Sara Grillo’s Two Sentence Rule is to say one sentence that clarifies information, and then say a second sentence that asks a question or incites the prospect to take a specific action.

To learn more about how financial advisors can use the two sentence rule to get new clients, listen to the podcast. I’ll also include some sample scripts that can be used to help you create your own financial advisor prospecting scripts that are two sentences long in this podcast.

Resources for financial advisors who want to get more clients over LinkedIn

If you found this blog helpful, please join my weekly newsletter to receive more financial advisor lead generation tips.

Also, please subscribe to my podcast below which goes into the subject of financial advisor LinkedIn messages and sequences in fuller detail.

Or, you could download my e-book.

I wrote an e-book called, “47 Financial Advisor LinkedIn Messages and Sequences that will NOT make you look Stupid. “ If you are a financial advisor trying to meet new clients over LinkedIn or other social media sites and you need some scripts, you can download it here.

I wrote this e-book for financial advisors who want to be perceived as high quality people on social media. The e-book contains 47 messages you can use on LinkedIn or Facebook messenger to reach prospects, COIs, and other useful connections that would benefit your practice.

I also have a membership program, helping people to be able to develop business with these more sophisticated clients. This program talks about content creating (blogs, podcasts, newsletters, etc) as well as financial advisor strategies for using LinkedIn, Facebook, and Twitter for getting new leads. I also talk about how to relate your marketing and lead generation to certain financial advisor practice management topics. For example, the profitability worksheet I discussed in this blog is a tool that I provide to everyone on my membership.

Thanks for reading and please stay with me for the next one.


Music is Arp Bounce by Geographer