Get a bodacious financial advisor bio (whoo hoo!)
Financial advisor bios really stink, but your doesn’t have to. Whoo hoo! Listen to these tips and get an exciting biography that actually says something
October 4, 2021
Author: saragrillo
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How to avoid a bad email voice in a financial advisor prospecting email
There is a tiny little voice inside our head that gets activated when we read an email from another person. And it usually assumes the
September 20, 2021
How to create a savage tagline for wealth management
What is the best tagline for wealth management? Tally-ho! In this blogpod I’m going to teach you how to create your own savage financial advisor
September 6, 2021
Please take action to save the people of Afghanistan
You know what’s happening in Afghanistan; it’s obviously a crime against humanity, largely women and children. Everyone keeps telling me there’s no hope and there’s
August 25, 2021
LinkedIn tips for RIA firms: My interview with Brad Wales of Transition to RIA
I had a great time on Brad Wales of Transition to RIA‘s podcast talking about LinkedIn tips for RIA firms. The podcast video is below,
August 23, 2021
Financial advisor first meeting script that will make prospects go “whoo hoo!”
What should be in a financial advisor first meeting script? I can tell you what shouldn’t be, that’s for darn sure! And while we’re at
August 23, 2021
How to find wealthy clients: 5 tips for financial advisors
An overwhelming question faced by financial advisors is how to find wealthy clients, because most of you developed your business through referrals. Here are 5
August 9, 2021
Vid 94: 3 part template series (send to prospects prior to first meeting)
Remember if you want to set yourself apart, you have to swing the ax harder than the next person. Show the prospect you are more organized and thoughtful by using this template series below. Here is what to do after a prospect agrees to meet. Don’t just agree to meet with them the next day. […]
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August 5, 2021
Vid 93: How to make charts and graphs for social media apps
Here are six tips about how to make charts and graphs for social media apps such as LinkedIn, Facebook, Instagram, and Twitter. This video features a membership webinar we did in July 2021 featuring Lance Roberts of Real Investment Advice. Lance has 38k followers on Twitter at the time of this video being made, and […]
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August 3, 2021
Vid 92: LinkedIn weekly work schedule
Use this LinkedIn weekly work schedule if you are having trouble getting your LinkedIn work organized for the week. Alot of financial advisors find it really hard to find time to be on LinkedIn given the demands of your job. Never fear, Sara G is here! The good thing is that quality and consistency matter […]
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July 17, 2021
