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Sara Grillo 2020 Keynote Speaking Topics

Sara Grillo 2020 Keynote Talks

Cost for any of the below talks is $5,000 plus travel,  hotel, and meal reimbursement. Message me here to set up this talk at your company.

Why are my talks worth $5k?

Because I make a point to do more work so that I deliver a more lasting and impactful talk than most speakers are able to. My goal is to make permanent change, and I know that in order to do that I have to deliver more to the audience.

Let me be very clear that I am not looking to get up on stage and put on a show to further my own cause. This is not about me, my business, my reputation, or my ego. This is about your audience being able to go home at night with valuable skills they can use to help their clients.

And I have to make sure there is no possible way that I do not fail at this.

I make it a point not to be talking at people but rather with them. This makes me dramatically different from other speakers. Here are some examples of how I make intentional effort and put higher focus into my prep to ensure that my talks are different:

  • Before the talk, I poll the audience ahead of time to get a sense of what is on their minds and what questions they want me to answer.
  • I stop and review every 10 minutes because (let’s be honest) – most people aren’t going to pay attention after 7 minutes.  I design my talks to support the retention of information.
  • I talk for a total of 30 minutes throughout the allotted time. The rest of the time is spent answering questions, roleplays, or other methods of having audience members participate actively.
  • I send participants home with a short list of takeaways to jog their memory.
  • I give the audience a quiz at the end. This is to promote retention, outline the key points, and correct any misunderstandings.
  • I use humor to connect with people.

Here are my 2020 talks.

Financial Advisor Marketing for Advisors who HATE Marketing

Look, I don’t blame you. This talk will teach some low risk, easy methods requiring minimal resources and time for financial advisors who hate marketing.

You’ll learn about:

  • The marketing mask and why you don’t have to be a quick talking, cold calling, dinner-seminar obsessed financial advisor to create new business!
  • The easy 4 Step “OATS process”: Observe, Assess, and speak in Two Sentences
  • Why everyone hates being marketed to, but everyone loves being communicated with – and how to do it so that you come across as the latter (communicator) not the former (marketer)

At the core of it, this is a talk about how to communicate in a way that lets the prospect lead and reduces the amount of time and money thrown away on people who won’t see the relevance of what you have to offer.

Available as a 1 hour keynote and also as a 3 hour workshop.

Introducing the Two Sentence Rule. Cut!

The future of financial advisor communication is brief, and it is digital. Are financial advisors really prepared for this?

Let’s face it. Most financial advisors hate marketing. And most prospects hate it when financial advisors prospect to them. Is there any way to solve this disconnect?

The solution is empathy. We have to create a space where both parties can listen and be heard while being able to convey their point to the other party. While this may seem simple enough, for decades people have tried and failed in all walks of life at this.

Do you agree?

So far I’m seeing that I’m on to something. The results are showing that there is a system that works better. I’m inventing a new way of communicating, for financial advisors and the world at large. It’s called the Two Sentence Rule. This is useful on social media, websites, and in any application using a messenger function (Facebook, LinkedIn, Slack, Yammer). You can use it when communicating with prospects, press, influencers, or anyone whose attention you want to get. You can even use it in your personal life, with your spouse, kids, friends, parents, etc.

Although it may seem simple, most people aren’t able to get their point across in 2 sentences. Try it once and you’ll see what I mean.

This talk will teach people:

  • Why this is the new way of communicating in years to come
  • The process for distilling any thought down into 2 sentences
  • Examples of how to apply the 2 sentence rule to the websites of members in the audience – LIVE example
  • How to create a stunning 2 sentence LinkedIn or Facebook messages that will engage new prospects – LIVE example
  • Why a 2 sentence elevator pitch is better
  • The 3 different formats for a 2 sentence elevator pitch
  • 2 sentence voicemail examples – LIVE example
  • How to apply the 2 sentence rule to your LinkedIn, Facebook, or company page on social media

Non Verbal Signs Someone is Lying

Let’s face it. Not everyone is 100% truthful when negotiating a major transaction involving the business that represents their life’s work. How do you really know that what the person on the other side of the table is telling the truth, the whole truth, and nothing but the truth?

Remember that our bodies are always communicating even when we aren’t talking.

In this talk the participants will learn:

  • The parts of the brain that control our body language and fight/flight response
  • Nonverbal cues that give away when someone is lying or there is an issue with something you said
  • Linguistic patterns that convey deception
  • Signs you are dealing with a manipulator, narcissist or other dangerous personality type
  • Body language solutions for when you find yourself in a difficult conversation with someone

Hiring Me

I’m not a speaker for the glory. I’m in it because I want to make permanent and real change.

Cost for any of the below talks is $5,000 plus travel,  hotel, and meal reimbursement. Message me here to set up this talk at your company.

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Vid 55: Crisis Social Media Postings That Will Engage Your Network during a Crisis

I see many people posting the wrong things to social media during the coronavirus. Here are some examples of social media postings you can do, as well as some guidelines to posting to social media during a time of crisis. The point of posting to social media during a crisis is to show leadership and […]
To access this post, you must purchase Membership Portal.
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Vid 54: Financial Advisor Prospecting Messages to use during Crisis

Times of crisis such as the coronavirus are the times when financial advisors are of their highest value to the public. Don’t spoil your chances of reaching the people who really need you by speaking in jargon, cliche, and not getting your point across. Here are some messages for financial advisors to send in a […]
To access this post, you must purchase Membership Portal.
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Vid 53: Crisis Communication Guidelines for Financial Advisors

Here are some guidelines for how financial advisors should communicate during a time of crisis. It is applicable to the coronavirus and also applicable to financial advisors who are want to expand their business during trying times such as a market downturn, recession, or any other challenging time of crisis. The following are financial advisor […]
To access this post, you must purchase Membership Portal.
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In what order do I watch the Membership Videos?

My membership covers a variety of subjects. This blog presents an order in which you should watch the membership videos.

To access these videos, please log on to your portal and input the password for each vid. If you have trouble getting to the videos, please access the FAQs doc here.

Step #1: Setting up your profile

Start here.

Video 7 is the first one to watch when you begin my membership. It will teach you how to set up your LinkedIn profile page correctly so you don’t look like a cliché. It’s important to do this first because you’ll be directing traffic here – it’s the foundation for your prospecting.

Step #2: Create your list of 20 and start connecting

Next you need to learn how to search for prospects within your target niche. In this step, you learn how LinkedIn search works, how to create a target list of 20 people, set up your funnel, and how to send them a message to connect with you.

Vid 1 – Create your list of 20

Vid 47 – Additional tips for creating your list of 20

Vid 43 – Plan out your social media funnel

Vid 2 – How LinkedIn search works

Vid 3 – Sending an engaging connection request

Vid 10 – What to do after someone connects with you

Step #3: Get a Funnel Going through Advanced Messaging, Sequences and Transitions

Once you get a certain amount of people connected to you, it’s time to get a meeting with them. This takes a high degree of skill in the way you communicate.

The following videos will teach you transition messages – how to get them from cold to warm to meeting – as well as some sequences of messages that have worked.

Vid 12 – Speed round – rapid messaging technique

Vid 11 – Messaging when you are trying to talk to business owners

Vid 17 – Transition

Vid 19 – Transition

Vid 23 – Video (transition)

Vid 24- transitions

Vid 29 – Sequence

Vid 30 – Humor (transition)

Vid 32 – Responding to notifications

Vid 33 – Nuisance close (transition)

Vid 34 – Use a survey (transition)

Vid 41 – High Empathy Messages to Shake up a Stalled Prospect

Vid 42 – Messaging Basics

Vid 46 – Humble and gentle messages

Step #4: Developing your online brand

Now that you’re attracting attention to your page, your online brand can’t be a boring, dry financial advisor cliché.

Here’s how to give it some personality. Create at least one content piece a month using these ideas:

Vid 9 – 4 Killer Ideas for LinkedIn Content

Vid 15 – Rockstar Blog Posts on LinkedIn

Vid 20 – Graphic design for Financial Advisors

Vid 21 – So, you’re recording your first YouTube video!

Vid 25 – YouTube Styling Techniques

Vid 31 – How to Make This Awesome Thumbnail

Vid 36 – YouTube secrets of the rich and famous

Vid 39 – Response videos and blogs that capitalize on existing traffic flow from other high volume participants on social media

Vid 43 – Snippets to drive traffic

Step #5: Driving traffic to your profile and raising visibility

These are some advanced methods for driving traffic to your social media pages.

Vid 4 – How to Look Cool (Not Sleazy) in LinkedIn Groups

Vid 5 – The Fun Way to Meet Prospects in LinkedIn Groups

Vid 6 – Creating a LinkedIn Community That Rocks

Vid 8 – The 1, 2 , 3 Combo – tips for integrating your newsletter with social media

Vid 14 – How to get Podcast Interviews like a Celeb

Vid 22 – Getting onto Google page one

Vid 28 – How to Kill It In the News Feed

Vid 35 – Running your first sponsored ad campaign

Vid 37 – Facebook basics

Vid 38 – Twitter basics

Vid 40 – How to get press interviews without hiring a PR agent

Vid 44 – Emojis

Vid 49 – More on your newsletter

Program management

These are the things you’ll need to do on a routine basis to keep your profile up to date, stay compliant, and stay on track to meet your goals.

Vid 18 – Results, results, results!

Vid 26 – Suggestions for Meeting Compliance Requirements

Vid 27 – Social Media Maintenance Regimen (3 months)

Vid 43 – 5 Step Social Media Funnel – ESSENTIALS ONLY

Vid 45 – What to say in the first meeting

Sara Grillo Membership Extras

I have included a few “extras” in the membership. Ask me to send you the following Excel sheets.

ROI /Profitability analyzer – Have you ever looked at how profitable each business line or business activity is for you? How do you grow in a profitable way. Use this sheet to find out.

Prospect tracker – If you don’t have a CRM, use this Excel sheet to track progress on each name on your list.

Results sheet – Monitor your daily progress using this Excel sheet.

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4 Ways to Get New Clients during the Coronavirus

Here are 4 ways for financial advisors to get new clients during the coronavirus

How does a financial advisor get new clients during the coronavirus? Here are 4 financial advisor tips for marketing during the coronavirus.

Sara’s YouTube channel:

Sara’s Membership program

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Financially Empowering those Blessed with the Gift of Autism

I speak with Daniel Jones of the Aspie World to discuss how to financially empower those blessed with the beautiful gift of autism.

I first encountered Aspie World, the YouTube channel of Daniel Jones, our guest this episode, when searching for information about how to handle an autism meltdown.

Daniel Morgan Jones has Aspergers, ADHD, OCD and Dyslexia. He has shined a brilliant light on the subject of neurodiversity in an engaging, positive, and sometimes humorous way that few others have been able to do.

His motto? “Autism is F**king cool.”

Thanks, buddy. I am sure the 116k people following him on YouTube and the 6 million + people who have watched his videos feel the same.

In this episode we celebrate the beautiful gift of autism and talk about what financial advisors should do if their clients or the families of the clients they work with are on the autism spectrum. With autism diagnosis on the rise, it is such an essential thing to be able to understand what financial advisors should know about working with clients who may be on the autism spectrum.

Contrary to popular belief, it is not unlikely, rare, or impossible for an autistic person to be successful enough to be a high net worth individual. Look at the contributions that autistic people have made to our society such as Andy Warhol, Nikola Tesla, Hans Christian Andersen, and Sir Isaac Newton.

People with the beautiful gift of Autism process information differently. But there is no set or defined way that this happens. Autism is a spectrum, and people are affected in ways that range widely from one to the next. Autism may impact the way a person communicates, their motor skills, their ability to interact socially, and very importantly, their response to certain environments.

I really appreciated the perspective of Dan regarding several topics related to financial advice and autism. Here are a few of them below.

? Tips for how financial advisors should communicate with a client who is autistic

? Guidelines for emailing autistic clients and conveying large amount of financial information to an autistic client of a financial advisor

? What to know about how to arrange an appropriate setting for an in person meeting a financial advisor may have with an autistic client

Thank you, Dan, for shining your light onto us. Thank you for all you have done to advocate for individuals and families of those with autism. You are changing the world!

To follow Dan Jones on YouTube, click here.

To hire Dan as a speaker, read his books, or just find out more about The Aspie World, please visit his website here.

Sources cited in this article

Applied Behavior Analysis. History’s 30 Most Inspiring People on the Autism Spectrum. Retrieved from

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Fun and creative ways to grow your business during coronavirus

In this podcast you will learn the opportunity that the coronavirus presents for financial advisors to grow their businesses during the coronavirus.

You know me. I always tend to take the opposite point of view. It’s not that I disagree with the concern. I disagree with the panic.

In this podcast you will learn the opportunity that the coronavirus presents for financial advisors to grow their businesses. There is a massive opportunity presenting itself. I know you feel overwhelmed and worried, but please listen to my podcast because it can give you a new perspective that will help.


And always remember that I’m nothing without you, my listeners. Any topic requests, big or small, let me know.

Sara’s membership program

Sara’s YouTube channel

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Navy SEAL tips for handling an Enemy Ambush

What we’re going to hear about today on the podcast may not seem as relevant to a financial advisor as things like how to make a sales pitch or how to write a great economic outlook. But let’s face it. We are at work in a business environment for most of the day. A lot of us travel on business in places that are unfamiliar. You never know when you’ll be in a situation where you are called upon to protect yourself, someone who works for you, or a client.

I am so honored to have one of the world’s top experts here to tell us about safety tips for financial advisors. His name is Clint Emerson and he is a retired Navy Seal who was special operations and part of the elite Navy Seal Team Six. He goes by the moniker The Violent Nomad. Clint is the founder of Escape The Wolf, a crisis management company, and author of two books, The Right Kind Of Crazy and 100 Deadly Skills. Check out his YouTube channel if you want to learn how to perform high speed escape manuevers in an automobile, escape handcuffs or duct tape, and/or how to steal a plane.

I was extremely honored to have Clint with us to talk about:       

·       What was the biggest thing you took away from your experience as a Navy Seal?

·       What do people need to know about safety when traveling on business?

·       How do you secure a hotel room?

·       What about tips for driving to a business event?

·       What about active shooter situations?

On a final note, I want to express my deep appreciation and gratitude for all of the men and women of the armed forces who have dedicated their lives and put it all on the line to defend our country’s freedom and liberty. You are all heroes and we as a nation are forever grateful for your service.

To hire Clint to speak at your company or to purchase any of his defensive gear and supplies, please visit his websites below:

Clint Emerson

Clint Emerson Instagram

Violent Nomad

Escape the Wolf

Thanks for listening and please subscribe, rate, and review!

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Ignore this horrifying advice about the next recession

Ignore this horrifying advice from industry thought leaders about what financial advisors should do in the next recession.

I made this podcast in response to an article I read called, “Can a recession benefit an advice firm?” by Jeff Benjamin of InvestmentNews. Some of the things that have been said in this article by industry “thought leaders” I find utterly horrifying.

  • I think that it typifies what is wrong with our industry
  • I think it’s shallow
  • Most of all, it neglects people’s emotions and lacks a consideration for who people really are as human beings, who the clients are that financial advisors are really trying to serve.

In this podcast you’ll hear some of the quotes about what financial advisors should do in the next recession that are particularly alarming to me. You’ll also hear about what I believe is better for advice for what financial advisors should do to prepare for the next recession.

Sources cited in this podcast