Stop fighting about fees by doing THIS
If you are fighting with clients or prospects who don’t want to pay your fees, here is the action you need to take. Enjoy the
October 6, 2020
Author: saragrillo
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Hi, I’m Sara!
Hi! I’m Sara Grillo. Thanks for coming to visit! Here’s a quick guide to the content on this site. Pod-Blog (Podcast/Blog) On my podcast/blog I
September 30, 2020
Vid 73: Text only LinkedIn postings
Believe it or not you do not always have to use images or videos in your LinkedIn postings – and this video is going to show you a successful example of why not. There are certain instances in which it is perfectly fine to use a text only LinkedIn posting. The thing that it is […]
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September 29, 2020
Vid 72: Humble AF LinkedIn messages for financial advisors
Here are some low key and humble LinkedIn messages for financial advisors to use on LinkedIn when you reach out to someone who doesn’t know you well. Often a low key approach is best and that is because you can really freak people out by coming on too strong. They’ll worry that you are trying […]
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September 29, 2020
Financial Advisor Salary: How much do Financial Advisors make?
Maybe you have just started out in the wealth management industry seeking to set up some salary goals for yourself, or perhaps you are a
September 29, 2020
Vid 75: Sequence to use with a Corporate Employee
Focusing on having a niche knowledge of one particular company’s benefits plan will allow you to develop a deeper knowledge and that can help differentiate your brand, make you perceived as having higher value, and set you apart from the other financial advisors. Many financial advisors are calling on the employees of a particular company. […]
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September 28, 2020
5 step stall-breaker for the financial advisor sales funnel
In this blog-podcast I am going to be talking about 5 financial advisor sales strategies to use to get that stalled prospect that just will
September 28, 2020
Vid 74: Advanced messaging for business owner prospects
Business owners tend to be visible on social media and are great targets. Before you approach them, be sure to know everything about their company. Do a Google search, visit their website, check out the Twitter. Get obsessed; they will love it. Their company is often a source of pride to them and especially if […]
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September 28, 2020
Vid 76: Rebuttals when you get a “no” or wishy-washy response
Financial advisors, as an industry, have made a terrible reputation for themselves with the population at large. When someone rejects you over LinkedIn, it’s safe to say that it probably has less to do with them not wanting to do business with you and more to do with them being annoyed at the constant barrage […]
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September 28, 2020
Vid 71: Your LinkedIn Name
In this video you will learn about the way to present your name on LinkedIn. Many financial advisors make the mistake of using their formal name because they want to appear more credible. This is really just doing yourself a disservice because then nobody is going to be able to find you if they search […]
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September 23, 2020
