CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk to CPAs to come across as a robust resource, an indispensable resource to their business, rather than a PowerPoint pushing nuisance.
Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the moment. Here’s why and how you should be reaching them.
How can financial advisors manage to look professional and incorporate some personality into their look at the same time? I interviewed Michael Ferrera, who is both a financial advisor and a fashion and image consultant, for advice about to dress with the changing seasons, how to dress to counterbalance … Click Here To Read More
Bill Bengen’s 4% Rule was a revolutionary insight that changed the way portfolios are managed. To this day his thinking governs modern money management. I was honored to speak with Bill about what it took to generate that level of game-changing insight and how financial advisors who wish to set … Click Here To Read More
From the perspective of someone who is both a CFA® charterholder and a businesswoman, I’m going to talk about how CFA® charterholders can use not necessarily just their credential but the experience that they have been through to get new clients and to develop new business for themselves. Here are … Click Here To Read More
Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it … Click Here To Read More
I was honored to interview Charlotte Beyer, founder of the Institute for Private Investors and the Principle Quest Foundation, because she is someone for which I have great respect. What I love about Charlotte the most is her tactful ability to straddle both sides of the wealth management line … Click Here To Read More
Is it actually possible for financial advisors to get leads from social media? In this episode you’ll hear from Winnie Sun, founder of Sun Group Wealth Partners. Winnie built her digital empire from scratch through commitment and hard work to the point where it has been a source of … Click Here To Read More
In this episode of the Sara Grillo podcast, my guest Jocelyn Wright of Ascension Wealth Management and I discuss the important topic of how to increase diversity in the field of financial advising. This is great advice for those who are trying to increase diversity on their team, at their … Click Here To Read More