Understanding you better

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The biggest mistake of my career – thinking early on that the key to success in business had to do more with academic knowledge than interpersonal skill.

It’s a trap many intellectually-focused people fall into. And it’s not like the educational institutions themselves don’t feed into this idea.

If I could go back I would have dedicated way more focus to learning to read people rather than learning to read books. It’s something I think I should always strive to get better at. It is something I am teaching my children.

If I had to do it all over again, I would have paid way more attention to what other people think about, what they think about me, how they behave, how they were going to respond to actions I took, and how my actions impact them.

Man and woman. Parent and child. Business and client. Misunderstandings happen all day long, all the time. It seems like we’re more likely to misunderstand each other than to understand each other.

My effort is to make the people listening to my podcast more successful. To all of you regularly listening or just tuning in for the first time, I appreciate you. I can try to guess about what I need to do to help you succeed, but chances are I would not be able to as well as if I hear it from you directly.

So I am asking you to tell me to the best of your ability what you feel you want to learn more about through my podcast shows to become more successful in your role as a financial advisor.

Please send me an email, a LinkedIn direct message, or complete this survey to help me to understand you better.


Or you could just drop me a link and say hello. That would be cool, too.

Thanks for listening.

-Sara Grillo, CFA