Category: Podcast

Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM

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

Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for

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

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

Are you doing business with the wrong type of client? Join Sara Grillo & Eric Negron and discover how to turn your existing client base

Is AI taking over financial advice? Not so fast! ? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down

Join Sara Grillo & Eric Negron and learn how to ditch the “advisor speak”, get past the financial advisor jargon, and win more clients! In

Hiring your first team member as a financial advisor can be daunting, but we’ve got you covered! Join Eric Negron & Sara Grillo for today’s