saragrillo, Author at Sara Grillo

In this blog/podcast, I talk about financial advisor LinkedIn strategy for 2022.

Burning hot: financial advisor LinkedIn strategy for 2022!

Here are three tips regarding financial advisor LinkedIn strategy for 2022. And let me tell you, they are smoking hot! And with that whoo hooo-worthy

January 24, 2022

This blog talks about the best investing books of 2022 and mentions such some financial advisors have said they are reading.

Financial advisors love reading these best investing books of 2022!

I asked financial advisors what books they like to read, and this is how they responded. Here is a list of the best investing books

January 20, 2022

Use this LinkedIn relevance score when coming up with content ideas or messaging ideas.

Vid 96: The LinkedIn Relevance Score

The biggest question I get on this membership is “What do I post about if I want to engage people?” The biggest problem I see is people spending a ton of time on content that just doesn’t click with people. If you want to maximize engagement it is a matter of relevance. Use these tests …

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January 12, 2022

Here is some guidance on the SEC testimonial rule for financial advisors!

2022 guidance on the SEC testimonial rule from a cool lawyer

I got the coolest lawyer in financial services to be a guest on my podcast to discuss the financial advisor SEC testimonial rule and what

January 10, 2022

Selling life insurance stinks - don't do it. Find another job in the field.

Is selling life insurance a good job? It ROTS don’t do it!

If you’re reading this blog it’s probably because somebody told you that selling life insurance is a good job that you can make a ton

January 9, 2022

I want to know if I am doing a good job, or if my podcast stinks.

Am I doing a good job, or does this podcast stink?

I’m doing this for you, my listeners, and so as I look at 2022, I want to ask you. Does this podcast stink, or am

January 3, 2022

This blog is about LinkedIn transition messages.

Vid 95: If you are getting stuck try these LinkedIn transition messages

LinkedIn transition messages are the most important part of any conversation you are having with a prospect online. The most common question that I get is, “How do I get a meeting with someone after I connect with them? I feel like I’m making small talk and then the conversation stops.” Or “I have buddies …

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January 2, 2022