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Stuck with the wrong clients? You’re not alone!

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

March 13, 2024

This podcast is an interview with hourly financial planner Kevin Estes about how he rocked the world!

How I rocked the world as an hourly financial planner – with Kevin Estes

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

March 11, 2024

Is AI taking over financial advice? Not so fast!

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

March 8, 2024

Are you losing clients because they don’t understand your financial jargon?

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

March 6, 2024

“I’m looking to make my first hire as a financial advisor. Where do I find them?”

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

March 1, 2024

This blog contains tips for overcoming head trash and imposter syndrome.

Awesomely positive ways to get rid of Imposter Syndrome and head trash!

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?

February 23, 2024

You will never get a single referral from a CPA by acting pathetic!

This podcast teaches financial advisors how to talk to CPAs so you can get a referral.

February 12, 2024

Meet the firm that is finally bringing financial planning to small accounts!

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard, the director of financial planning and participant

January 8, 2024