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April 26th

Vid 58: Freebies and Handouts for you!

The freebies and handouts available to you through the Sara Grillo membership are the following below. Please join our LinkedIn group if you have not already so that you can download these templates. This is the url to join our LinkedIn group: https://www.linkedin.com/groups/8721945/ If you are unable to locate these templates then please message me […]

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April 26th

Vid 57: Crisis Marketing Plan

In this video you will learn the 3 basic components of the crisis marketing plan. This was created for financial advisors during the market crisis of 2020, but it is applicable to any time that the market is in turmoil. Here are the basic components: List of 20, weekly webinar, weekly newsletter. • We always […]

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April 26th

Vid 56: Zoom Webinar Basics

As many of you are using Zoom webinar to have conference calls right now, here is a video that explains 1) how to structure the webinar and 2) how to adjust Zoom settings before the call so that privacy is preserved. In my crisis marketing plan I call for financial advisors to hold one webinar […]

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March 27th

Vid 55: Crisis Social Media Postings That Will Engage Your Network during a Crisis

I see many people posting the wrong things to social media during the coronavirus. Here are some examples of social media postings you can do, as well as some guidelines to posting to social media during a time of crisis. The point of posting to social media during a crisis is to show leadership and […]

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March 27th

Vid 54: Financial Advisor Prospecting Messages to use during Crisis

Times of crisis such as the coronavirus are the times when financial advisors are of their highest value to the public. Don’t spoil your chances of reaching the people who really need you by speaking in jargon, cliche, and not getting your point across. Here are some messages for financial advisors to send in a […]

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March 27th

Vid 53: Crisis Communication Guidelines for Financial Advisors

Here are some guidelines for how financial advisors should communicate during a time of crisis. It is applicable to the coronavirus and also applicable to financial advisors who are want to expand their business during trying times such as a market downturn, recession, or any other challenging time of crisis. The following are financial advisor […]

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February 1st

Vid 52: Interpreting your YouTube analytics

It’s important to understand the voice of the consumer. Google makes this very easy and provides ample data on how your YouTube videos performed, and it shouldn’t be overlooked. Key things you’ll learn in this video are: The audience retention graph on the Analytics tab of a YouTube video must be examined. Here you can […]

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February 1st

Vid 51: Newsletter Basics

Although there are many forms of digital marketing for financial advisors, many financial advisors can and will continue to have a great deal of success with their newsletters. In this video you will learn how to create an awesome financial advisor newsletter. It is a combination of structuring the newsletter right as well as organizing […]

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February 1st

Vid 50: Sourcing safe and legal images and music

It’s not okay to just snag images off of Google and hope for the best. In this video you will learn how to properly cite images and music so that you don’t violate anyone else’s intellectual property rights. This is really important as the fees can be very high if you were to do so. […]

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January 4th

Vid 47: Tips for Creating Your List of 20

The List of 20 is the foundation for all that you do in your LinkedIn prospecting. Ideally you should start with the people with whom there is some foundation of trust and familiarity. • You may have people in your existing connection base that perhaps you haven’t begun the dialogue with yet. Those people would […]

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January 3rd

Vid 48: Snippet Fiesta

Here is a technique that you can use when you want to maximize the reach of audio and video file that you are posting on social media. The key understand to have is that these algorithms tend to like natively posted content better than content that is a link. So if you have a video […]

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January 2nd

Vid 49: Social Media and Newsletter are not like Chalk and Cheese

People often think that social media and email newsletter is a question of one or the other. The truth is that these elements can be very smoothly integrated and cause a huge difference to be made in the effectiveness of both. Newsletter and social media don’t have to be like chalk and cheese. Here are […]

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January 2nd

Vid 46: Humble and Gentle Messages

These are examples of messages that you should send to someone you don’t know when you first connect with the person. The tone is humble and gentle which is quite different from how 99% of people act on social media so it will get you very far. It could be used in the case of […]

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January 1st

Vid 45: So you got the meeting…now what?

What do you say when you actually get a meeting with someone you meet through LinkedIn or Facebook? The big mistake many advisors make when they get a meeting online is that they assume you act the same with an online lead than you would act if it were someone you met in person at […]

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January 1st

Vid 44: Emoji It Up!

As you know, I’m a bigger fan of images than words to convey your point. Try using an Emoji in your messenger communications as well as in your postings. A few words of advice would be: The more informal emojis such as hearts, etc. should be used cautiously as it may be misinterpreted by the […]

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December 3rd

Vid 43: 5 Step Social Media Funnel – ESSENTIALS ONLY

Don’t make this more complicated than it needs to be. You need a process to get people into your pipeline and get meetings with them. However you don’t want to spend all day doing it. Keep the process simple and streamlined and use these 5 steps. Step #1: Revise LI profile. See Vid #7. Step […]

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December 2nd

Vid 42: Messaging Basics

Not everyone is going to respond to someone they meet on social media (and especially if you are a financial advisor!), but there are certain things you can do to increase the likelihood of getting a response. In our membership I have included several examples of messages you can use. Aside from taking advantage of […]

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December 2nd

Vid 41: High Empathy Messaging

When you connect with someone and you aren’t getting them to respond back after the initial connection, use higher empathy in your messaging. High empathy messaging tips: • Be blunt about why they may be hesitating to interact with you – you may as well if the others aren’t getting you anywhere. Some people will […]

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November 1st

Vid 40: How to get press interviews without hiring a PR agent

PR agents cost $2-3k a month. However most reporters are now publicly reachable via social media. Here’s how to get press appearances and interviews without spending all that money on hiring a PR agent. This technique has worked. Here’s what to do. Find a competitor or influencer that your target audience likes, who is widely […]

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November 1st

Vid 39: How to create a Response Video or Blog

The Response Video or Blog is a great way to get more visibility by capitalizing on an existing high traffic flow on social media. Here are the steps. Check your Twitter list and find a topic that is trending. Tons of engagement, retweets, etc.Write up something original that presents a view that nobody has put […]

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November 1st

Vid 38: Twitter Basics

In this video you will learn the basics of Twitter. Hashtags Makes it possible for others to easily find messages with a specific theme or content.Find influencers in a space you follow, and look at what hashtags they are using Lists Find certain people you want to follow that are tweeting out on a particular […]

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October 1st

Vid 36: YouTube Secrets of the Rich and Famous

In this video you will learn the production basics to use when making a YouTube video, some ideas for the first videos you should make, and also a sample script you can use to make your videos. Please use this video when you are making your YouTube videos in order to optimize their performance, viewer […]

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October 1st

Vid 37: Facebook Basics

There are several aspects of LinkedIn that apply to Facebook prospecting for financial advisors. Use the tagging function. On Facebook the words in the person’s ID are separated by periods instead of hyphens as is the protocol on LinkedIn.Facebook groups are very social. Talk and behave as a normal person not as a financial advisor. […]

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October 1st

Vid 35: Running Your First Sponsored Ad Campaign

Here are some things to keep in mind when you are running a LinkedIn advertising campaign. You should keep in mind the following things about the budget, targeting, testing, and copy length. 1. Budget. Try an ad first with $25. Then change one variable and run another one for $25 and see if it does […]

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September 1st

Vid 34: Transition Strat #5: Survey Request

Use a survey to engage people through LinkedIn messenger who are cold connections and have not yet responded to anything you have done. It may seem like a weird thing to do – to send a survey – but if you don’t find out what is on the person’s mind then chances are you are […]

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September 1st

Vid 33: Transition Strat #4: The Nuisance Close

Use this when there is some kind of resistance but you don’t know what it is. Sometimes when you are talking to someone online, you get to a point where you get the feeling that they are playing games with you, either intentionally or unintentionally. If you don’t figure out what is going on in […]

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September 1st

Video 32: Responding to Notifications

Most financial advisors say boring things when notifications come up about their first degree connections and that is why they fail to get attention. DO NOT behave like a financial advisor on social media when notifications come up. This video will teach you a technique to use with the people who are your first degree […]

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August 2nd

Vid 31: How to Make This Awesome Thumbnail

If you were to hire a graphic designer to create all your images it may get a bit expensive. This is a way to create your own images for use on social media, your website, newsletters, etc. These cut out images look great and are a way to use your authentic photography instead of stock […]

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August 2nd

Vid 30: Transition Strat #3: Little Humor Quip

When you are connected with someone and can’t get a meeting, try using humor. Here are some examples of tastefully humorous messages you may want to try to move someone from a cold to warm connection on LinkedIn. Here are some example you can use, or you may want to try making up your own. […]

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August 1st

Vid 29: LinkedIn Message Sequence for Super Prospecting!

Use this four Step LinkedIn Messenger sequence to engage current connections or reach new prospects on LinkedIn. This video will walk you through a four step process for getting new connections to get to know you without weirding them out or overselling them. It will also teach you how to invigorate your existing connections and […]

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June 15th

Vid 26: Suggestions for Meeting Compliance Requirements

Here are some ideas that can make it easier for financial advisors to meet their compliance requirements. Share this:TwitterFacebookLike this:Like Loading...

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June 14th

Vid 27: The 3 Month Regimen

This is what you should be doing every 3 months to keep your LinkedIn account well maintained. Share this:TwitterFacebookLike this:Like Loading...

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June 13th

Vid 28: How to Kill It In the News Feed

Here is an easy way to get more followers and make connections on LinkedIn using the news feed. Share this:TwitterFacebookLike this:Like Loading...

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June 3rd

Vid 25: YouTube Styling Techniques

Once you set up your YouTube channel, here are some things you need to do to make the channel more visually appealing and informative about what you do. You will also learn where to place your compliance disclaimers. Video here: Like this:Like Loading...

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June 3rd

Vid 24: Transition Strat #2, try these 3 LinkedIn messages

Once you get someone’s attention on LinkedIn or connect with them, here are some messages to use as follow up so that you can get a meeting with them and advance the prospect to the next step. Like this:Like Loading...

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June 3rd

Vid 23: Transition Strat #1, the Personalized Video

Once you get someone’s attention on LinkedIn, how do you then get the person to recognize what you are doing and take a meeting with you? Here’s one idea about how to do that using video. Like this:Like Loading...

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May 1st

Vid 22: Getting onto Google page one

How financial advisors can find the right keywords and improve their rank in Google. Share this:TwitterFacebookLike this:Like Loading...

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May 1st

Vid 20: Graphic design for Financial Advisors

This video will teach financial advisor show to design images for their social media and any other aspects of marketing using free or low cost tools. Enjoy! Share this:TwitterFacebookLike this:Like Loading...

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May 1st

Vid 21: So, you’re recording your first YouTube video!

This video will teach you the important things you need to know about how to get started on YouTube. Share this:TwitterFacebookLike this:Like Loading...

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April 2nd

Vid 19: Striking a Chord to Get People’s Attention

Having trouble getting that prospect’s attention and getting a meeting on LinkedIn? Try this! Like this:Like Loading...

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April 2nd

Vid 17: Try this Meeting-Getting Technique on LinkedIn

When I’ve used this technique on LinkedIn I have found higher than normal meeting rate acceptance. Try it! Like this:Like Loading...

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April 1st

Vid 18: Results, Results, Results! Let’s Get ‘Em!

In this video you will learn how to improve your results by using a simple tracking technique. Share this:TwitterFacebookLike this:Like Loading...

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March 1st

Vid 15: Rockstar Blog Posts on LinkedIn

Tips for how to make your content go far. Like this:Like Loading...

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March 1st

Vid 14: How to get Podcast Interviews like a Celeb

Want to get podcast interviews like you’re the hottest news on the block? This technique may work for you. Like this:Like Loading...

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March 1st

Vid 13: Tag, You’re “It”!

In business you’re only as good as the people who know you, and success is way easier to come by when you have a network of supporters behind you. Here’s a LinkedIn technique you can use to activate them while growing your visibility and influence on LinkedIn. Like this:Like Loading...

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February 7th

Vid 12: Welcome to the Speed Round!

Ever wonder how to get maximum activity in the least amount of time on LinkedIn? Welcome to the Speed Round everybody! Like this:Like Loading...

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February 2nd

Vid 11: How to Find and Message Business Owners on LinkedIn

Business owners abound on LinkedIn. You could build a very nice practice by reaching them but you have to say the right thing. Like this:Like Loading...

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February 1st

Vid 10 – What to Say When Someone Asks You to Connect on LinkedIn

When someone asks you to connect on LinkedIn, don’t assume you know the reason why. There may be valuable business opportunities waiting to be uncovered. Here’s what to say to these unexpected requests if you want to max out the value of every single relationship possible! Like this:Like Loading...

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December 18th

Vid 9: Four Killer LinkedIn Posts

Check out these killer examples if you think that your social media postings could be doing more for your brand. Like this:Like Loading...

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December 16th

Vid 8: The 1, 2, 3 Combo

People often make the mistake of using social media content in isolation with the other aspects of their marketing. Here’s how to combine them in a powerful way that reaches more people. Like this:Like Loading...

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December 15th

Vid 7: Rebranding Your LinkedIn Profile for Conversions

So, you did the hard work and successfully got a prospect on LinkedIn to pay attention to you. Now what? Does your profile take the viewer to the next step? Or is it forgettable and boring? Rebrand your LinkedIn profile to get people to take the next step of getting to know you. Here’s how. […]

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December 6th

Vid 6: Creating a LinkedIn Community that Rocks

Wouldn’t it be great if you had a way to be constantly in front of the people you want to do business with, in a way that allowed them to get to know you and have fun at the same time? Follow me and I’ll show you how to rock this with real life examples! […]

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December 6th

Vid 5: The Fun Way to Meet Prospects in LinkedIn Groups

LinkedIn Groups are a great way to meet people and develop relationships over time that convert to new business. Here’s how to do it the right way while being yourself and having fun!   Like this:Like Loading...

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December 6th

Vid 4: How to Look Cool (not Sleazy) in LinkedIn Groups

LinkedIn Groups are a great opportunity to build your brand and become part of a community, but most of the garbage that gets posted into them gets ignored. Here’s how to be the exception and post cool content to LinkedIn Groups that will get attention and make you look cool (not like a sleazy salesperson). […]

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December 3rd

December bonus video – Members only!

Did you watch Video 5 where I teach you how to meet prospects in LinkedIn groups? Mission accomplished! Watch this video to see. Like this:Like Loading...

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November 11th

The Easiest Possible Way To Get A COI’s Attention On LinkedIn – Video 3

Vid #3: The Easiest Possible Way to get a COI’s Attention on LinkedIn: Hint, this is not the way that you’ve probably already heard about. I’m going to show you the path of least resistance to these COIs so you can work the list you’ve been developing in the last two videos. Watch the video […]

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November 11th

How To Not Screw Up Talking To A COI On LinkedIn – Video 2

Vid #2: How to Not Screw Up Talking to a COI on LinkedIn. Most of the messaging that people get on LinkedIn isn’t worth paying attention to. I’m going to teach you how to figure out what to say to the 20 people you identified in video #1. Watch the video here: Like this:Like Loading...

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November 10th

Getting Center of Influence Leads through LinkedIn search – Video 1

Vid #1: Getting Center of Influence Leads through LinkedIn search – Financial advisors will learn to do what their competition is most likely in the dark about – how to use the search and filter functions in LinkedIn to find centers of influence. The end result is that you will learn how to create a […]

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