The fintechs just want your credit card…
Stop wasting money on fancy “spaghetti tech”. The fintechs just want you financial advisors’ credit cards. Listen to Sara Grillo & Eric Negron on today’s
March 25, 2024
Author: saragrillo
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Flat fee advisor list by state
Please use this list of flat fee financial advisors by state to contact flat fee or advice-only advisors close to you for networking or other
March 22, 2024
What you MUST DO if you want to sell copies of a book online
Question from a subscriber: “I recently wrote a book. How do I get people to buy a copy?” Selling a book online is no joke. Here
March 22, 2024
How financial advisors can get free PR
Question from a subscriber: “I want to get more press appearances, but every PR firm I talk to wants to charge me $3,000 a month with
March 22, 2024
It takes more than kindness to build lasting client relationships!
Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for
March 21, 2024
How to stop sounding fake in your marketing – authentic voices win!
Forget the “sizzle” and be real! Listen to this podcast and discover the power of authentic communication in financial advising! You’ll learn: Why shortcuts don’t
March 19, 2024
Immersion2025 – join the Transparent Advisor Movement
Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history.
March 16, 2024
Easy ways to create content that prospects and clients will love!
Stop struggling with content creation! Your clients are giving you gold, but are you missing it? In this podcast you’ll learn how to turn client
March 15, 2024
Stuck with the wrong clients? You’re not alone!
Are you doing business with the wrong type of client? Join Sara Grillo & Eric Negron and discover how to turn your existing client base
March 13, 2024
How I rocked the world as an hourly financial planner – with Kevin Estes
Yeah, the title basically says it all. He’s taking the world by storm as an hourly financial planner, not managing any assets but simply giving
March 11, 2024
