I am Sara Grillo, CFA, financial advisor marketing consultant and financial services keynote speaker. I specialize in LinkedIn lead generation strategies for wealth management, investment management, financial planning, and RIA firms. A professional code of ethics governs all actions I take.
Prior to this, I was a financial advisor and worked at Lehman Brothers. I graduated from Harvard University and pursued my Masters at NYU Stern School of Business before going on to obtain my CFA designation.
I am known due to my outspoken perspective on the BS that unfortunately prevails in the private wealth industry.
I help ethical financial advisors get wealthy clients in a transparent way. My financial advisor marketing strategies are geared towards helping financial advisors get leads with transparency, honesty, fairness, and logic rather than control and manipulation.
Financial Advisor Marketing Badass
Who I Really Am
I’m originally from a small town outside Boston, MA. My mother was a chemistry teacher and my dad was in the United States Air Force.
Over a span of five and a half years, I had four kids. They are all under 10 years old. My son has ADHD and autism. It’s taught me the power of mercy, love, and compassion in influencing human behavior.
I am a devout Catholic and a lector in my parish. I see the purpose of my life as to humbly glorify Almighty God and to obey His word.
After my second baby was born, I quit my job as a financial advisor. It was one of those smile-and-dial sales jobs that deep down I didn’t believe in. I felt that I was being called to something else.
There I was sitting on my couch with no income and two babies. Bills were coming due. So I asked God what He wanted me to do. All of a sudden my gaze was drawn across the room to my laptop sitting on the living room table and I had the answer.
So I started making selfie videos about finance and uploading them to YouTube. I didn’t really know what else to do. I made one video about how to pass the CFA exam, it got something like 20k hits and I knew I was called to work in financial marketing.
Who are you being called to help?