Tips for financial advisors who are CFA® Charterholders
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
September 15, 2018
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Is the 1% financial advisor fee dead and gone? Welcoming in the flat fee TAMPS.
Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. In this
September 6, 2018
How I Built My Lead-Generating Social Media Empire with Winnie Sun
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
August 24, 2018
Don’t Fight the Robos! – with Betterment’s Cara Reisman
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
August 1, 2018
Shoot the Ball
You have to shoot to score. If you want to grow your business it’s really a matter of how you manage your time.
July 31, 2018
Ep 10: Join “Team Text Message”
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
July 24, 2018
Ep 9: Communicating to Influence with Steve Sanduski
As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.
July 20, 2018
Ep 7: Thinking Bigger with Jeffrey Hayzlett
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,
July 10, 2018
Ep 6: What’s Wrong With My Website?
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
June 28, 2018
Episode 5: How To Dress Casual And Still Impress Rich People
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
June 25, 2018
