This video talks about how to use notifications on social media as a way to meet new people. If there is an influencer you follow or someone whose postings you like alot, keep an eye out for their next posting in your notifications and try this strategy. This is a commonly overlooked aspect of social […]
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
