Author: saragrillo

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Vid 42: Messaging Basics

Not everyone is going to respond to someone they meet on social media (and especially if you are a financial advisor!), but there are certain things you can do to increase the likelihood of getting a response. In our membership I have included several examples of messages you can use. Aside from taking advantage of […]

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Vid 41: High Empathy Messaging

When you connect with someone and you aren’t getting them to respond back after the initial connection, use higher empathy in your messaging. High empathy messaging tips: • Be blunt about why they may be hesitating to interact with you – you may as well if the others aren’t getting you anywhere. Some people will […]

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Zaneilia Harris is a well-heeled wonder.

Well-Heeled Wonder

This interview with Zaneilia Harris, CFP® is a story that we can all take inspiration from. She is an incredible example of the human capacity

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