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
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
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
Question from a subscriber: “My marketing efforts are constantly sabotaged by negative self talk, limiting beliefs, and imposter syndrome. How do I get past this?
This podcast teaches financial advisors how to talk to CPAs so you can get a referral.
