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 well known due to my outspoken perspective on the BS and nonsense 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 and my son has ADHD and autism. Being a mom to a child with special needs has taught me more about marketing than any textbook because it’s led me to become adept at understanding human behavior. It’s also taught me the power of mercy, love, compassion, and understanding.
I am a devout Catholic and a lector in my parish. The purpose of my life is to humbly glorify 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, and it got something like 20k hits. The next thing I know, equity research analysts and financial advisors start asking me to write things for them. The first month I must have made about $48. But the leads kept coming, the videos kept getting more views.
Almost every day I hear from people all over the world who read my blogs or see my videos and tell me that I’ve changed their lives.
Whose life are you being called to make better?