Podcast: Play in new window | Download
If you are fighting with clients or prospects who don’t want to pay your fees, here is the action you need to take.
Enjoy the show and please subscribe!
-Sara
Music is Nice to You by the Vibe Tracks
Podcast: Play in new window | Download
If you are fighting with clients or prospects who don’t want to pay your fees, here is the action you need to take.
Enjoy the show and please subscribe!
-Sara
Music is Nice to You by the Vibe Tracks
The emergence of financial advisors who work for a flat fee is
CPAs are perhaps the most valuable center of influence (COI) that a
Financial advisors are so focused on the millennials when the reality is
How can financial advisors manage to look professional and incorporate some personality
This episode of the Sara Grillo podcast was a game show featuring a famous judge and four financial advisor contestants.