Vid 45: So you got the meeting…now what?

Sign Up For My Free Newsletter: Free Editorial Content Emailed To Your Inbox:

January 1, 2020

What do you say when you actually get a meeting with someone you meet through LinkedIn or Facebook? The big mistake many advisors make when they get a meeting online is that they assume you act the same with an online lead than you would act if it were someone you met in person at …

Vid 45: So you got the meeting…now what? Read More »

To access this post, you must purchase Membership Prime Portal.

RELATED POSTS

Uncategorized

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

Uncategorized

How Financial Projections Can Help Your Business Succeed

As a business owner, you need to be able to anticipate issues

March 25, 2023

In this podcast we discuss crypto ETFs and other 2023 trends.

Podcast

What is up with these crypto ETFs??? (& more 2023 trends)

So where’s the spot bitcoin ETF and what’s up with these crypto

March 13, 2023

In this podcast we talk about why ESG sucks and there are many reasons!

Podcast

Keep your clients far away from ESG investing – it’s a rip-off!

ESG sucks. In this podcast we’re going to talk about why ESG

February 13, 2023

Financial planning transparency is a flower that is blooming that will nourish the world of financial advice and elevate service to clients!

Podcast

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

As the move to transparency in financial planning takes hold, regulations are

January 9, 2023

Podcast

This broker vs. financial advisor debate got ABSOLUTELY crazy!

This debate went psycho at times. Watch as all h&#@ breaks loose

December 12, 2022

Are you sick of the BS yet?

Sign Up For My Free Newsletter: Free Lead Generation Tips Emailed To Your Inbox:

Contact Me