If you are calling on corporate executives on LinkedIn:Pick 2-3 large companies within a 30 minute drive of your house. Learn the benefits at these companies. You may have to volunteer to do a couple of free 401k plan reviews. Create one posting a month about the most intriguing aspect of these benefit plans, things […]
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
In this episode, I interview Kirk Deis of Treehouse 51 and The
