Despite what is commonly believed, financial advisors aren’t competing with the robos; you are competing with your own ability to provide higher value.
Robos are not your enemy but an opportunity to overcome fee compression if applied strategically. Technology has arrived whether you like it or not. Embrace what it … Click Here To Read More
Episode 8 is my funniest podcast so far. Today we have Michael Goldberg as my guest. Michael is the CEO of Knock Out Networking, which helps financial advisors and brokers make more “knock out”connections. He’s also a repeat TedX speaker and an avid boxer. You should see his right … Click Here To Read More
In Episode Seven of the Sara Grillo Podcast I interview global business celebrity Jeffrey Hayzlett. Jeffrey is Chairman & CEO of C-Suite Network, an author, keynote speaker, and podcast host, as well as a former judge on Celebrity Apprentice and Fortune 100 Executive.
There are several important things that … Click Here To Read More
In this episode, I interview Kirk Deis of Treehouse 51 and The Bug Squasher where he tells financial advisors what they should be doing to generate more leads from their websites. We cover how to get the website you want without reinventing the wheel, show up on Google, hire the … Click Here To Read More
Today I interview Antonio Aspuru, menswear specialist, who will provide financial advisors with fashion tips that answer the question of how to dress casual and still impress rich people, and much more.