We’re Zooming!
An RIABiz article details the demise of in person industry conferences. Whoo hoo! Yaaas! I love it. And while the in person conference industry goes
May 25, 2020
Author: saragrillo
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Go get 20
Hang in with me as I tell a personal story about how I am turning the City of New York upside down searching for the
May 17, 2020
Has anyone else lost their *#%@ mind yet?
Have you gone nuts yet? The subject of this podcast is craziness. Here are five crazy/humorous ideas for financial advisors who want to get new
May 10, 2020
3 Ways to Use a Face Mask to Get New Clients
Yes, this podcast is literally about how financial advisors can use a face mask to get new clients.
May 3, 2020
What will financial planning look like in 10 years?
In this podcast with John Anderson of SEI, you will learn what the future of financial planning is likely to be. We will ponder these
April 30, 2020
That star spangled banner still waves!
Our National Anthem has a special meaning to me – especially in times like these. If America is going to be saved, it is going
April 26, 2020
Vid 58: Freebies and Handouts for you!
The freebies and handouts available to you through the Sara Grillo membership are the following below. Please join our LinkedIn group if you have not already so that you can download these templates. If you are unable to locate these templates then please message me over LinkedIn, or email me, and I can send them […]
To access this post, you must purchase Membership Prime Portal.
April 26, 2020
Vid 57: Crisis Marketing Plan
In this video you will learn the 3 basic components of the crisis marketing plan. This was created for financial advisors during the market crisis of 2020, but it is applicable to any time that the market is in turmoil. Here are the basic components: List of 20, weekly webinar, weekly newsletter.• We always work […]
To access this post, you must purchase Membership Prime Portal.
April 26, 2020
Vid 56: Zoom Webinar Basics
As many of you are using Zoom webinar to have conference calls right now, here is a video that explains 1) how to structure the webinar and 2) how to adjust Zoom settings before the call so that privacy is preserved.In my crisis marketing plan I call for financial advisors to hold one webinar a […]
To access this post, you must purchase Membership Prime Portal.
April 26, 2020
Will anyone pay me $10k in AUM fees during a market crisis?
Financial advisors who are wondering if it is possible to close any new clients and gain new AUM during a market crisis should listen to
April 19, 2020
