Are you losing clients because they don’t understand your financial jargon?

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Join Sara Grillo & Eric Negron and learn how to ditch the “advisor speak”, get past the financial advisor jargon, and win more clients!

In this podcast, you’ll discover:

?Why complex language can cost you business and how to communicate clearly instead.

?The powerful secret to explaining financial concepts in a way that everyone can understand (even your parents!).

?How to avoid getting stuck in an echo chamber and prioritize what actually resonates with clients.

??Real-life examples of how simple communication can lead to bigger wins.

Listen to the full discussion and start building stronger client relationships today!


I can’t stand this. I mean, like, have you seen this, too, though, with advisors, with their marketing like that? They’re just totally. It’s totally off base. 

Yeah, it’s so. It’s honestly so bad. You know, I can tell you, like, we hired. We hired a. We hired a kid. And I’m going to call him a kid because he’s younger than me. Everybody who’s younger than me is a kid. We hired this kid. 

Your sound of, like an old man now. 

I’m getting old. I’m toeing the line of 40. I’m starting to get, like, joking. I got some salt inside my beard now. I’m getting old man vibes. I’m getting grumpy. I told somebody that the other day. 

Old until you realized that the music that you liked when you were in high school and middle school is now, like, oldie stuff. 

Oh, my God, don’t tell me that. I went out, like six months ago, right? I went out downtown. I live in Austin. And I’m sitting there and some old school comes on and I’m jamming. I’m like, oh, this is my stuff. And these kids are like, oh, man, this is oldies. I was like, what did he just say? 

Like salt and pepper? 

Yeah, I grew up to that. 

It’s like the music. They had, like, no cuss words. When rap had no cuss words. 

Yeah, exactly. When you had to be skillful in how you’re going to put your flow together. Right. It’s interesting. I was just saying, we hired this kid, and he’s out here. He calls me one day, he’s like, listen, I have this client that has a lot of money, right? And I keep having these meetings with them. It doesn’t go anywhere. Can you sit on the meeting with me? Sure. Yeah, I’ll sit on the meeting with you, help you do what you need to do. Fine. I get on the first meeting, I’m like, let’s do two meetings with these people. I get on the first meeting, I listen to him talk, and I’m like, dude, I don’t even understand what the hell you told them. And I’ve been doing this for a long time. I’m like, a confused mind says, no, okay? 

That’s what I’ve always learned about psychology of communicating and selling. A confused mind says, no. If you confuse me, it’s no, I can’t do anything. I’m really comfortable. So we get on this next meeting with these clients, okay? And I’m like, I’m going to talk this time. I’m like, hey, listen, guys, I’m going to pull up my iPad and draw some concepts. I’m going to talk to you about what we think you should do. So I start drawing. I say, listen, I didn’t go to school for art, so don’t laugh at my ugly stick people. And I laugh. Ha. They laugh. Okay, cool. I go through and I draw out these very simplistic concepts. They’re like, nobody has ever explained anything like that to me. You know what? We have this other million dollars. 

We want to go ahead and give that to you now. And so this advisor over here, I was so happy for him. He won the business. I helped him, and he’s like, I’m changed forever. How did you do that? 

I was like, man, I answered dumb questions. 

This is what I’ve been doing for 17 years, and I drew it out. So we figured out. Then I sat on a couple more calls with him, and we figured out, like, hey, don’t use advisor language. Use cocktail party, low iq. We had a couple of drinks, and I want to explain it to you simply. Language. When we talk. 

No, like you would say, explain to your parents. Yeah, or like a friend of know. 

Here’s the thing, right? It’s funny. I got some buddies that are on. You talked about LinkedIn. I got some buddies on LinkedIn that are doing a great job with their content. They said to me once, they’re like, if I post this, the advisors who follow me are going to think I’m dumb and I don’t know what I’m talking about. And I said, hey, you’re writing to your potential clients and they don’t know what the hell this thing means. And it doesn’t matter what your colleagues think, as long as they’re the ones that not getting the client. And you are. And you’re bringing on new clients because you’re explaining stuff in ways that they get. And so because their confusion is low, and now you help them understand something like, yes, I want you to help me. I love it.

Any questions? Send 'em in!