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In this podcast I am joined by Roger Edwards who is just about as sick of the jargon and BS in financial advisor marketing as I am. In this highly amusing show we’ll provide a synopsis of the meaningless, bloated barf that financial advisors should leave off of their marketing agenda.
Enjoy!
Music is Arp Bounce by Geographer
Despite what is commonly believed, financial advisors aren’t competing with the robos;
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
