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Marketing Consultant
$250 per hour.

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

Outsourced Chief Marketing Officer
Starts at $1,000 per month.

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

The objective of this membership is to teach financial advisors how to get leads online. The focus is LinkedIn, and these techniques can be applied to Facebook and most other social media platforms.

Each month, members get:

  • Access to training videos. The videos are usually about 3-5 minutes long.
  • Exclusive membership workshops. These are highly interactive and reinforce the skills.
  • Weekly members’ newsletter with exclusive content.
  • Ability to message me, Sara, over LinkedIn messenger once a day and ask questions
  • Access my exclusive members-only LinkedIn group
  • My e-books for free
  • Extras such as ROI /Profitability analyzer, Prospect tracker, Results sheet

These videos are laser-focused on one thing: digital lead generation for financial advisors.

Categories include:

  • Social media messages and sequences
  • Your online brand
  • Your LinkedIn profile page
  • Blogging and social media posts
  • Crisis communication
  • Financial advisor marketing strategy
  • Google traffic strategies
  • Newsletter strategies
  • Tactics to use with reporters, podcasters, and other influencers

Membership
Cost: $35 a month
with a $100 sign up fee

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

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Please click here to review terms and conditions.

Do you ever wonder how to get your website to actually help you build your business instead of just hanging out on the internet?

In this 60 minute Zoom session, you will learn:

  • The brand image your site is portraying, and how to make it align better with what you want it to say
  • How to use your website to get more people to sign up for your newsletter
  • How to use what your Google analytics and Google Search Console are telling you to improve traffic flow
  • Where you are winning and losing, and why
  • Other specific topics you express an interest in learning about prior to the session

Duration: Two hours including one hour of prep time by Sara
for this call.

It is highly recommended that you hook up Google Analytics and Google Search Console prior to the session.

Emergency Website Cleanup Session Cost: $500

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

elevator pitch

Do you find yourself tongue-tied when someone asks you what you do for a living? You’re probably making it a lot harder than it needs to be.

In this 60 minute Zoom session, you will learn:

  • What the key points are that you need to convey about yourself
  • How to say it and feel confident
  • How to cut your elevator pitch down to two sentences and have it sound awesome
  • What to leave out of your elevator pitch
  • Techniques for practicing the pitch to keep it fresh
  • About other specific topics you express an interest in learning about prior to the session

In the final 20 minutes of this session, you will practice the pitch we created and I will provide feedback.

Duration: One hour

My Elevator Pitch Stinks
Cost: $250

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

LinkedIn, Facebook, and other social media platforms are a wild goose chase for most financial advisors and it doesn’t have to be this way. If you are failing to get attention from the people you want, it usually comes down to doing certain things wrong, and it can be fixed by learning a few new skills.

In this 60 minute Zoom session, you will learn:

  • Where you are winning and losing with your LinkedIn profile page
  • How to find your targets using LinkedIn search tools
  • What to say to your prospects in two sentences or less over LinkedIn messenger
  • The proper strategy to use in a LinkedIn prospecting strategy
  • What not to say on LinkedIn messenger
  • How to reach CPAs, reporter, podcasters, and other influencers using LinkedIn
  • About other specific topics you express an interest in learning about prior to the session

Duration: One hour

What Am I Doing Wrong On Social Media
Cost: $250

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

Grillo---Speaking

Keynote Speaker
Starts at $5,000 per appearance.

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

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