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How to Use this Website

Hi! I’m Sara. Thanks for coming to visit! Here’s a quick guide to the content on this site.


On my podcast I discuss overall financial industry themes and interview thought leaders such as Michael Kitces and Ron Carson. I also post my rap songs about financial marketing here. Highly entertaining and humorous but again, no practical and actionable content.

Click here to subscribe to my podcast.


I have written over 100 guest blogs for Advisor Perspectives magazine, mostly about marketing. These articles are extremely snarky. Examples: Advisor Bios Stink, How to Tell if your Website is Worthless.

Click here to visit my author page.


This is the only place in anything I publish where you can actually get practical and actionable tips about financial marketing.

For a monthly fee, I provide general guidance and advice in my other content, but to be honest if you tried to DIY based upon that it there’s not a high likelihood that you’d succeed. There are just too many details that I leave out.

It’s kind of like the famous chefs.

If Julia Child gave you her cheesecake recipe, it wouldn’t be enough – there’s no way your cheesecake would come out as good unless she gave you step by step direction and demonstrated visually.

To be real you would probably waste a lot of time trying to DIY on this.

You get three videos a month teaching you the mechanics of how to get online leads. You also get a private members webinar each month where I provide group coaching. These videos are short and to the point in my signature “no BS” style.

Click here to join my membership.

If you are the DIY type, then the Sara Grillo Membership is for you.


If you have any questions which one is for you, please let me know and I can point you in the right direction.

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