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Sara Grillo Keynote Speaking Topic List

The “No BS” Keynote Speaker

Hi there and thanks for visiting my page. My name is Sara Grillo and I am a financial services keynote speaker based in New York. A while ago I made a business decision to remove any BS from my talks. Here’s what I mean: I won’t self refer I won’t talk about what I do […]

This article talks about what content of Sara Grillo's videos, podcasts, and blogs about financial marketing is best for you.

How to Choose What Sara Grillo “No BS” Content is Best for You

By now you may have gathered I publish a ton of content on the internet. Honestly, it’s great stuff. I have a “No BS” policy and there’s a ton of value you can get if you want to know about financial marketing. But with so much to choose from (podcasts, videos, blogs, etc.), where can […]

The “No BS” Way to Give a Keynote Speech

I used to be a keynote speaker. I have recently resigned from my past role in favor of what I believe to be a more beneficial way to deliver a speaking presentation. Is this a Sci Fi novel? You have now entered The Conference Zone, a dimension as vast as it is phony and as […]

In What Order do I Watch the Membership Videos?

My membership covers a variety of subjects. This blog presents an order in which you should watch the membership videos. To access these videos, please log on to your portal and input the password for each vid. If you have trouble getting to the videos, please access the FAQs doc here. Setting up your profile […]

Vid 31: How to Make This Awesome Thumbnail

If you were to hire a graphic designer to create all your images it may get a bit expensive. This is a way to create your own images for use on social media, your website, newsletters, etc. These cut out images look great and are a way to use your authentic photography instead of stock […]

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Vid 30: Transition Strat #3: Little Humor Quip

When you are connected with someone and can’t get a meeting, try using humor. Here are some examples of tastefully humorous messages you may want to try to move someone from a cold to warm connection on LinkedIn. Here are some example you can use, or you may want to try making up your own. […]

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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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Vid 26: Suggestions for Meeting Compliance Requirements

Here are some ideas that can make it easier for financial advisors to meet their compliance requirements. Share this:TwitterFacebookLike this:Like Loading...

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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. Share this:TwitterFacebookLike this:Like Loading...

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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. Share this:TwitterFacebookLike this:Like Loading...

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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: Like this:Like Loading...

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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. Like this:Like Loading...

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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. Like this:Like Loading...

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Vid 22: Getting onto Google page one

How financial advisors can find the right keywords and improve their rank in Google. Share this:TwitterFacebookLike this:Like Loading...

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Vid 20: Graphic design for Financial Advisors

This video will teach financial advisor show to design images for their social media and any other aspects of marketing using free or low cost tools. Enjoy! Share this:TwitterFacebookLike this:Like Loading...

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Vid 21: So, you’re recording your first YouTube video!

This video will teach you the important things you need to know about how to get started on YouTube. Share this:TwitterFacebookLike this:Like Loading...

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Vid 19: Striking a Chord to Get People’s Attention

Having trouble getting that prospect’s attention and getting a meeting on LinkedIn? Try this! Like this:Like Loading...

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Vid 17: Try this Meeting-Getting Technique on LinkedIn

When I’ve used this technique on LinkedIn I have found higher than normal meeting rate acceptance. Try it! Like this:Like Loading...

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Vid 18: Results, Results, Results! Let’s Get ‘Em!

In this video you will learn how to improve your results by using a simple tracking technique. Share this:TwitterFacebookLike this:Like Loading...

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Here are the best hairstyles I see the top independent broker dealer CEOs pulling off, and how they brands they lead have benefited.

5 Independent Broker Dealer CEOs with the Best Hair in 2019

Hair matters. In no particular order, here are the best hairstyles I see the top independent broker dealer CEOs pulling off, and how the brands they lead have benefited. #1 Dan Arnold of LPL Why he made the 2019 “Best Broker Dealer CEO Hair” list I love how Dan Arnold has hair that moves. Seriously. […]

If I were to design a briefcase bag, here’s what it would look like.

Redesigning the Briefcase Bag

For years I’ve been searching for a briefcase bag that is professional yet stylish at the same time – and I’m constantly frustrated. If I were to design a briefcase bag, here’s what it would look like. Why the current options stink I find it unfulfilling every time I have to buy a briefcase bag. […]

Here are some great sock options that you can consider that won’t make you sacrifice your professionalism or your style.

Cash in Those Sock Options

Does anyone agree with me that pantyhose is perhaps the most uncomfortable piece of clothing on the face of the earth?  Here are some sock options that you can consider that won’t make you sacrifice your professionalism or your style. Why I threw mine in the pail I’ve never been a fan of nylons from […]

Vid 15: Rockstar Blog Posts on LinkedIn

Tips for how to make your content go far. Like this:Like Loading...

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Vid 14: How to get Podcast Interviews like a Celeb

Want to get podcast interviews like you’re the hottest news on the block? This technique may work for you. Like this:Like Loading...

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Vid 13: Tag, You’re “It”!

In business you’re only as good as the people who know you, and success is way easier to come by when you have a network of supporters behind you. Here’s a LinkedIn technique you can use to activate them while growing your visibility and influence on LinkedIn. Like this:Like Loading...

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Vid 12: Welcome to the Speed Round!

Ever wonder how to get maximum activity in the least amount of time on LinkedIn? Welcome to the Speed Round everybody! Like this:Like Loading...

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Exclusive Workshop February 12th

Are you Creating an Allure on LinkedIn? Or, is your profile saying the same bland old story as 99% of people like you, touting your credentials and experience while failing to create any Intrigue or Curiosity in the minds of those you wish to attract? Join me for my Exclusive Workshop that is limited to […]

Vid 11: How to Find and Message Business Owners on LinkedIn

Business owners abound on LinkedIn. You could build a very nice practice by reaching them but you have to say the right thing. Like this:Like Loading...

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Vid 10 – What to Say When Someone Asks You to Connect on LinkedIn

When someone asks you to connect on LinkedIn, don’t assume you know the reason why. There may be valuable business opportunities waiting to be uncovered. Here’s what to say to these unexpected requests if you want to max out the value of every single relationship possible! Like this:Like Loading...

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Common objections to joining Sara Grillo's membership.

Common Objections to Joining my Membership

I’ve lately come to embrace the view that whenever someone objects to buying a service that I offer, I should pay attention to what they’re saying because they’re probably not the only ones thinking that way. Here are my responses to the common questions that people tend to have when they are considering joining my […]

How to Slay on LinkedIn

How to Slay on LinkedIn

If you’re not getting the results you want on social media, maybe you should consider the tactics I covered in this webinar on Friday, January 18th, 2019. Listen below for webinar replay. Podcast: Play in new window | Download Subscribe: Apple Podcasts | Android | Email | Stitcher | RSS | More

Join this webinar if you want to improve LinkedIn results.

Are you in a “LinkedIn Letdown”?

If you’re not getting the results you want on social media, maybe you should consider the tactics covered in this webinar. Click here for replay.

Vid 9: Four Killer LinkedIn Posts

Check out these killer examples if you think that your social media postings could be doing more for your brand. Like this:Like Loading...

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Vid 8: The 1, 2, 3 Combo

People often make the mistake of using social media content in isolation with the other aspects of their marketing. Here’s how to combine them in a powerful way that reaches more people. Like this:Like Loading...

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Vid 7: Rebranding Your LinkedIn Profile for Conversions

So, you did the hard work and successfully got a prospect on LinkedIn to pay attention to you. Now what? Does your profile take the viewer to the next step? Or is it forgettable and boring? Rebrand your LinkedIn profile to get people to take the next step of getting to know you. Here’s how. […]

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Here's the questions to ask if you want to find a keynote speaker for a financial advisor event

How to Select a Speaker Who Will Rock an Event

Whenever I’m interviewed to be a keynote speaker, I get asked the same questions. None of them are particularly revealing. To find a speaker who will rock the stage, here are the questions you need to ask. READ HERE

Membership FAQs

Welcome to my membership! Here are the common issues people sometimes have when they start out with my membership, and what to do to fix them.   How do I log on? / I can’t find my password When you signed up you should have received a confirmation email with your username and password in […]

Vid 6: Creating a LinkedIn Community that Rocks

Wouldn’t it be great if you had a way to be constantly in front of the people you want to do business with, in a way that allowed them to get to know you and have fun at the same time? Follow me and I’ll show you how to rock this with real life examples! […]

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Vid 5: The Fun Way to Meet Prospects in LinkedIn Groups

LinkedIn Groups are a great way to meet people and develop relationships over time that convert to new business. Here’s how to do it the right way while being yourself and having fun!   Like this:Like Loading...

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Vid 4: How to Look Cool (not Sleazy) in LinkedIn Groups

LinkedIn Groups are a great opportunity to build your brand and become part of a community, but most of the garbage that gets posted into them gets ignored. Here’s how to be the exception and post cool content to LinkedIn Groups that will get attention and make you look cool (not like a sleazy salesperson). […]

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Happy holidays and here is a bonus video for my linkedin lead generation portal for financial advisors.

December bonus video – Members only!

Did you watch Video 5 where I teach you how to meet prospects in LinkedIn groups? Mission accomplished! Watch this video to see. Like this:Like Loading...

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Are keynote speakers worth the expense?

Real Talk: Are Keynote Speakers Worth It?

Let’s be real. Getting a keynote speaker to come in and give a talk is such a hassle. Getting the right person, paying for transportation, meals, and their speaker fee, and coordinating the actual event – it’s no minor commitment. Above all, how do you know that the person is going to be able to […]

The Easiest Possible Way To Get A COI's Attention On LinkedIn

The Easiest Possible Way To Get A COI’s Attention On LinkedIn – Video 3

Vid #3: The Easiest Possible Way to get a COI’s Attention on LinkedIn: Hint, this is not the way that you’ve probably already heard about. I’m going to show you the path of least resistance to these COIs so you can work the list you’ve been developing in the last two videos. Watch the video […]

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How To Not Screw Up Talking To A COI On LinkedIn

How To Not Screw Up Talking To A COI On LinkedIn – Video 2

Vid #2: How to Not Screw Up Talking to a COI on LinkedIn. Most of the messaging that people get on LinkedIn isn’t worth paying attention to. I’m going to teach you how to figure out what to say to the 20 people you identified in video #1. Watch the video here: Like this:Like Loading...

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Getting Center of Influence Leads through LinkedIn search – Video 1

Vid #1: Getting Center of Influence Leads through LinkedIn search – Financial advisors will learn to do what their competition is most likely in the dark about – how to use the search and filter functions in LinkedIn to find centers of influence. The end result is that you will learn how to create a […]

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The Painful Truth about Your Marketing Budget

If you haven’t gotten the results you wanted for the money you spent, here is where you went wrong and how you should change your marketing budget to fix the problem.

How to Meet Prospects in an Elevator

Here’s how I nabbed a prospect while scaling 20 floors – and some steps you can follow to meet prospects in an elevator.

Should You Outsource to a TAMP?

If you're considering outsourcing to a TAMP, please read my interview with a former HighTower executive here.

Roboadvisors are the Solution to Fee Compression

Roboadvisors don’t cause fee compression; when used correctly by advisors, they are the solution.

Shoot the Ball

The shot clock was a rule that came about because basketball teams would waste time once they got a lead. The team with the ball gets 24 seconds to take a shot or their opponents get the ball. What if advisors followed a shot clock when it came to building their pipelines – one with 24 hours instead of 24 seconds?

Should I Be Outsourcing My Investment Management?

The size of your practice will be limited if you try to be responsible for both investment selection and sales and marketing. Find a good external manager, take the cut on fees, and outsource the management of the investments. Then turn around and be obsessively thorough with your marketing efforts. In the long run your practice will be better for it.

How to Start a Podcast

I recently started a modestly successful podcast, so here are my suggestions for those who are thinking of doing the same.

Summer Wardrobe Tips for Female Advisors

After I published my last article on whether you should wear a necktie, I had an overwhelming response from female advisors seeking fashion “inspo.” In response, here are a few summer fashion tips.

Advisor Transitions Don’t Have to be a Vortex of Pain

Transitioning to a new broker dealer or RIA firm is as appealing as using someone else’s toothbrush. I interviewed Grier Rubeling, the founder of Advisor Transition Services, to get some insights about how advisors can lessen the pain.

Tie or No Tie?

After I wrote an article about which business suit to wear if you're a financial advisor, several asked me about casual dress, the biggest concern being about whether you should wear a tie. I’m going to unbutton that question and provide insight about what you could do to pull off this look successfully.

What Nobody Tells You About Your Social Media Personality

Every advisor falls into these five social media profiles. You may fit into all, some, one or none of these categories.

How to Get Your Business on Google Page One

Here’s how I was able to rank on Google page one in less than a year with a low domain authority website, zero Google Adwords spend, no consultant support, and very little other than basic knowledge of SEO...and I was seven-and-a-half months pregnant.

How to Get Through to Big Shots on LinkedIn

Can you connect to big shot prospects through social media? Most advisors don’t even try. That’s a shame, because I’ve found an extremely effective way to reach just about anyone.

What’s the Best Hairstyle for Advisors (Women and Men)?

As someone who is in contact with a ton of advisors each month, I’m constantly amazed at how so many of them will spend six thousand dollars on a Brioni suit to make them look successful and pay zero attention to their hair.

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line --is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

To Crack into Prospects, Try Cracking Them Up

To connect better with your audience, refresh them, relieve tension in stressful situations and be more relatable and real to the people you want to impress, here are ways to infuse humor into your business, and some that you’re better off leaving out.

How to Convert an Acquaintance to a Prospect without Being Awkward

How should you approach a casual acquaintance and open the dialogue about working together? This is the quintessential “asking for the first date” question – major awkwardness potential here!

Which Business Suit Should Advisors Wear to Win More Clients?

How to dress is not something they teach you in the CFP curriculum, but maybe they should.

6 Phrases that Hedge Funds Should Never Use

These hedge fund phrases are clearly ridiculous and any fund who is using them should think about replacing this jargon with language that carries more meaning.

How to Tell If Your Office Set Up Is Killing Your Financial Advisor Lead Generation

As I’ve put forth in past blogs about fee compression, higher activity will expand the pipeline, boost financial advisor lead generation, and allow advisors who are willing to fight to prove their value in a market that is supposedly racing to the bottom. This is a brutal task so make it easier by doing everything […]

The Office Design that Maximizes Success

I’m not sure financial services is ready to follow Google’s lead and plant beach volleyball courts (with real sand, by the way) adjacent to the Bloomberg terminals. But there are a few elements of this model that advisors can use to improve sales success when prospects visit your office.

What I Think of Michael Kitces’ Opinion of Investopedia Advisor Insights [Digital Strategy for Financial Advisors]

While I agree with Kitces’ point, I also see a few ideas that this article didn't mention which are important for advisors to consider if they are creating a digital marketing strategy.

Am I the Only One Who Thinks Fee Compression is Hogwash?

Everyone keeps saying that advisor fees are on the decline. Hogwash!

The Right Way to Make a Small Advisory Firm Appear Larger

Somewhere in the deep recesses of the Internet, a crafty little marketing consultant figured out how to make a small advisory firm look bigger than it is. I’ll show you a few ways to present the scale of your business based on your true merit. But first I’ll go over a few commonly used and slightly-less-than-scrupulous tactics that you should avoid.

7 Signs Your Financial Planning Website Is Outdated – Guest Post

We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.

Social Media is Like an IRA, Not a Cash Register

If you’re not getting leads from social media, it’s because you are investing your time in the wrong way. Here are five tasks to do on a daily basis that will eventually yield clients and assets.

Six More Phrases Advisors Should Never Use

Toss these six marketing buzzwords in the never-to-be-used jargon dumpster.

Five Photo Shoot Tips for the Perfect Website

Here is what to do (and more importantly) what to avoid to have your website photos come out like the perfect Ansel Adams.

A Compliance-Friendly Social Media Strategy

Even if your ability to post to social media is restricted, it is still a very powerful prospecting tool if you use these methods.

The Honeymoon of Free Social Media is Over

Social media won’t be free much longer. Here’s how I see it happening and what it will mean for those who are counting on it.

The Two Ruinous Mistakes Advisors Make When Following Up with Prospects

Advisors grow their businesses through word of mouth and referrals. But when it comes to active prospecting, most have no clue how to engage a prospect from discovery to closing.

How to Avoid the Mid-Sized Firm Trap

Mid-sized advisor firms, upon graduating from being a one- or two-person operation, find themselves contending with all sorts of growing pains. All of a sudden they have the marketing issues of a larger firm – with an infrastructure that hasn’t caught up. Here’s my best advice to escape the trap of the mid-sized advisor firm.

What To Do If Your Social Media Stinks Like the Cleveland Browns

For those of you who think that social media is a useless tool for financial advisors, I’m going to tell you a story about my success back when I was an advisor.

Five Fully Pregnant Email Subject Lines and how they can work for your RIA Newsletter

The title of a newsletter is like the frosting on a cupcake; if it doesn’t look good then the whole thing becomes quite unappealing.

Six Legal Risks that will Zap You when Publishing Content

Advisors improperly cite or don’t cite their sources. Most advisors do this without even realizing it. This is a boring topic, but please read this to protect yourselves from legal problems.

Why Flat-Retainer Fees are Doomed to Fail

I’ve heard a new paradigm coming into the market: advisors who charge no commissions or tiered fees, just a flat, annual retainer. It’s a nice idea but in reality they’re trading one bias for another – and I’ll explain why.

The Death of Roboadvisors has been Greatly Underestimated

Here’s my call for 2018: Most roboadvisors are going to fail.

Hey Girl! Meet Badass Businesswoman Jessica Kizorek

I was so honored to speak with someone whom I really admire, Jessica Kizorek. To me this woman embodies the spirit of entrepreneurship. She’s using her skills to make the world better, and doing it in such a smart and sassy way that I like and appreciate. - Ladybossblogger Elaine Rau - Female Entrepreneurship

Hey Girl! Shouting Out Ladybossblogger

Ladybossblogger is a "must visit" website for any woman entrepreneur and is too good not to write about – so I had to interview her. - baby contemplating financial advisor marketing cliches

Five Advisor Analogies That Are as Tired as the Mother of a Newborn Baby

If you’re using these tired analogies in your marketing, put them to rest.

Sara Grillo - Financial Advisor On A Beach

Three Ways Female Financial Advisors Can Help Other Women

I love seeing successful female financial advisors because they have the potential to change the world.

Sara Grillo - Puppies and bones

How to Create a Financial Advisor Lead Generation Website

Here’s how to put some zest into your website without stirring up the compliance demons and by doing so create a Financial Advisor Lead Generation Website.

Sara Grillo - Woman dancing in fall leaves

Should You Drop Your Broker-Dealer Status?

The more I talk to dual-registered advisors, the more I hear that many of them are looking to get out of the brokerage business entirely and operate as a fee-only RIA firm. If this is something that has crossed your mind, here are the pros and cons and what you should consider.

Sara Grillo - baby using a computer

How to Close Online Leads

When somebody you are chasing finally gives you their attention, don’t mess it up.

Sara Grillo - valentines day rose and key

Six Sweet Valentine’s Day Marketing Ideas

Here are some ideas to get the love connection going on with some new prospects this February 14th.

Sara Grillo - Man holding a newborn in silhouette

Eight Questions to Answer When Naming Your RIA Firm

This article will clarify what you need to understand about your brand before you can come up with the words to capture it.

Sara Grillo - Man hiking a mountain moonrise

My CFA® Story: Started from the Bottom

Taking the CFA Level I exam when you’ve got no financial background can be a daunting task.

Sara Grillo - woman looking at a day planner

How the CFA Changed My Career

The real value of the CFA program to me came in ways that had nothing to do with the technical skills I gained and everything to do with the way it changed my attitude and how I relate to other people.

Sara Grillo - stop sign - copywriting mistakes

Five Buzzkills that Don’t Belong on Advisor Websites

Let these five unbecoming blights collect dust instead of allowing them to appear on your website.

Sara Grillo - car crash - marketing mistakes

Biggest 2017 Marketing Screw Ups

As you put together your marketing strategy for 2018, here’s how to avoid screwing up.

Sara Grillo - wilted flower - financial advisor

Can Social Media Save Your “Graying” Practice?

Financial advisors are confused, overwhelmed and in the dark about how use social media to reach the younger generations of wealth and rejuvenate a “graying” practice.

Sara Grillo - Financial advisor on the phone

Six Words that Drive Compliance Crazy

Here are six phrases to avoid using in your marketing copy if you want your chief compliance officer to like you.

Sara Grillo - name a financial advisor firm

Seven Tips for a Firm Name Prospects Won’t Forget

Here are seven tips to give your advisory firm a name that means something.

Sara Grillo - Wallet in clamp - get leads without money

How Advisors Can Get Leads Without Spending Money

Read on to hear how you can get attention on the Internet for your brand even if you have no money and only a small following.

Sara Grillo - Missing Puzzle Piece - marketing niche

Will I Lose Clients By Focusing on a Market Niche?

Despite what you may think, your current clients will not dump you, and you won’t lose wealthy prospects by targeting a vertical – if you do it right.

Sara Grillo - Hushing Woman - Financial Advisor Buzzwords

Six Phrases Advisors Should Never Use

If you’re using any of these six terms then kick them to the curb.

Sara Grillo - Smartphone - LinkedIn Profile Tips

What Makes a Good LinkedIn profile?

Here are some examples of what you should and should not do with your personal brand on your LinkedIn profile.

Sara Grillo - Marketing Firms In The Clouds

Should I Move my RIA Firm to the Cloud?

This article covers what the risks and rewards may be for RIA firms considering moving to the cloud.

Sara Grillo - Happy Group Of Friends - How To Meet Rich People

How to Meet Really Rich People

To actively grow your business, try these creative tactics.

Sara Grillo - Social Media Video Marketing

Using Social Media Video for Financial Advisor Branding

This article will discuss the financial advisor branding obstacles that many face and reveal examples of some great brands who are overcoming them using social media video marketing.

Sara Grillo - Two Tired Puppies

How to Deal with Nonresponsive Leads

How do you bring back the phoenix from the ashes? First I'll explain the major reasons that prospects go cold and then I'll cover what financial advisors can do to warm them back up.

Sara Grillo - herbs and spices - financial advisor branding

Good Financial Advisor Branding vs. “Anti-Branding”

Branding is probably the most misunderstood aspect of financial advisor marketing. This blog will discuss the elements of poor financial advisor branding (what I call “anti-branding”) that are commonly seen throughout the industry.

Sara Grillo - Rain Storm - Financial Advisor Hacks

5 Financial Advisor Blog Hacks That Will Open The Sales Floodgates

If you want to open the floodgates so the sales rain down, here are the five blogging hacks I’ve found that have worked best for getting me and my clients the online attention we want.

Sara Grillo - Sparkling Fireworks

The One Little Guest Blog That Lit My Business On Fire

Appearing as a guest writer on someone else’s blog wasn’t something I took that seriously until a recent successful guest posting blew up my business. Here are the steps I took to get surprisingly viral results.

Sara Grillow - Overwhelmed Financial Advisor

Five Reasons Why Advisors Stink at Social Media

Finance is perceived as the driest and most boring industry on the face of the earth. So it’s no surprise that financial advisors whine about their failure to get anyone’s attention on social media. Yet this creates an amazing opportunity for the wise ones. Advisors who present themselves differently, even slightly, will succeed at getting […]

Sara Grillo - Holding A Crystal Ball

Is Social Media for Financial Advisors Just a Social Commercial?

I see social media hitting a corner, and I’m pretty unique in my vision because no other marketers seem to be saying the same thing.

Sara Grillo - Dinosaur - financial advisor seminars

The New Age of Advisor Seminars

Traditional seminars are bound for extinction because on-line technology gives advisors a better option to present to prospects.

Sara Grillo - Cutting a phone cord

What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect

The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the "out" group and if so, what you should do.

Sara Grillo - Woman punching a man with boxing gloves

5 Painless Tips for Getting a Financial Advisor Blog Through Compliance

It doesn't have to be a nightmare every time. Here are 5 painless tips for getting your financial advisor blog through compliance.

RIA firm branding and RIA firm marketing

The Small RIA Firm Poverty Trap (and How to Escape)

This blog explains the one thing you can do to escape the poverty trap that ensnares most RIA firms with $150MM or less in assets under management.

Sara Grillo - Brand Survey Breaking Down Walls

Is Your Online Brand Breaking the Walls Down? Take this Survey.

Take this quick 8 question Sara Purple Survey to get a good honest look at whether or not your online brand is strong enough to break down walls.

Sara Grillo - Increase Branding Online Conversions

Three Things To Add To Your Brand to Increase Conversions Online

This article will discuss the three critical areas of your brand that you can customize for higher online conversions from your social media.

Sara Grillo - Financial Advisor Fishing For Leads

Are Lead Generation Services Worth It?

This article provides an objective, third party analysis of the major lead generation services as well as the pros and cons of outsourcing lead generation for financial advisors, RIA firms, CFPs, and wealth managers.

Sara Grillo | Financial Advisor Lead Generation and Branding

How to Get Ahead of 99% of Financial Advisors – Get a Big Brand

Lead generation is one of the biggest challenges for financial advisors. Learn how to fill your pipeline by creating your own unique and big brand.

Sara Grillo - Messy Paint - Marketing Strategy

From Chaotic Picasso to Marketing Masterpiece

His works were beautiful collages, so powerful that they brought to life an entire genre, a new idea that hadn’t existed in the world as a real concept until he made it so. While Picasso didn’t attend marketing conferences with titles such as “Brand Ambassador” on his name tag, we can all take a lesson from his success in marketing his product.

The #1 Marketing Asset every Financial Advisor should Hold in the Portfolio

With a little bit of creativity, which to be blunt is the last thing on any financial advisor’s mind given all the stress they’re under, you can refocus the lens through which the world sees you. Here are some market-beating social media strategies that are a core holding for all financial advisor and financial planner marketing portfolios.

Sara Grillo - Business Branding Challenges

3 Reasons Business Brands Fail to Break Through Walls

The truth is that strong brands sell themselves and weak brands fail to overcome barriers to growth. Most small and midsize business brands fall short in the following three ways.

Sara Grillo - Social Media Video Marketing

If Social Media Video Marketing Is So Great, Why Isn’t Everybody Doing It?

Social media video marketing is the wave of the future and the best way to engage an audience online. If you're currently not using video marketing in your social media strategy, read this article to find out how to overcome the obstacles.

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