Cliche Don’t Pay
Please click below to listen to my rap song about financial advisors! Music is “Arp Bounce” by Geographer
June 14, 2019
Author: saragrillo
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Vid 27: The 3 Month Regimen
This is what you should be doing every 3 months to keep your LinkedIn account well maintained. #1 Downloading of contacts See video below. You should have a record of everyone you are connected to. This way, if your account were to someone get erased you could construct it. Watch this video to learn how […]
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June 14, 2019
Vid 28: How to Kill It In the News Feed
Here is an easy way to get more followers and make connections on LinkedIn using the news feed.
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June 13, 2019
Vid 29: LinkedIn Message Sequence for Super Prospecting!
Use this four Step LinkedIn Messenger sequence to engage current connections or reach new prospects on LinkedIn. This video will walk you through a four step process for getting new connections to get to know you without weirding them out or overselling them. It will also teach you how to invigorate your existing connections and […]
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June 10, 2019
Less is More (For Sure!)
How many people look forward to that website upgrade? Nobody. People would rather use someone else’s toothbrush. You are making it harder than it needs
June 6, 2019
Getting More Women into Financial Advising [Brutal Honesty]
As you know, we tell the real story on the Sara Grillo podcast. Women are about half the population and they are increasingly seeking financial
June 3, 2019
Vid 25: YouTube Styling Techniques
Once you set up your YouTube channel, here are some things you need to do to make the channel more visually appealing and informative about what you do. You will also learn where to place your compliance disclaimers. Video here:
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June 3, 2019
Vid 24: Transition Strat #2, try these 3 LinkedIn messages
Once you get someone’s attention on LinkedIn or connect with them, here are some messages to use as follow up so that you can get a meeting with them and advance the prospect to the next step. Chit chat is great – but how do I get a meeting? Often I get this question: When […]
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June 3, 2019
Vid 23: Transition Strat #1, the Personalized Video
Once you get someone’s attention on LinkedIn, how do you then get the person to recognize what you are doing and take a meeting with you? Here’s one idea about how to do that using video.
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June 3, 2019
5 questions financial advisors should include on the RTQ (but aren’t)
Let’s be real…the financial advisor risk tolerance questionnaire as we know it doesn’t get the job done. That’s why I’ve got John Morgan of Connected
May 20, 2019
