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I'm Sara Grillo - Top Financial Author, Podcast Host, & Keynote Speaker

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Real Talk: Are Keynote Speakers Worth It?

Let’s be real. Getting a keynote speaker to come in and give a talk is such a hassle. Getting the right person, paying for transportation, meals, and their speaker fee, and coordinating the actual event – it’s no minor commitment. Above all, how do you know that the person is going to be able to […]

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NYC event: Join the FlexGen!

The name of the game in 2019 is going to be meeting clients where they are. How can financial advisors adopt a more flexible business strategy to get ahead of the competition in 2019 and beyond? eMoney Advisor and I will discuss this and more with industry standouts Pam Capalad and Lucas Winthrop who will […]

The Easiest Possible Way To Get A COI's Attention On LinkedIn

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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How To Not Screw Up Talking To A COI On LinkedIn

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: Video Password: Grillo-Membership-Exclusive-2 […]

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VIDEO 1

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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The Painful Truth about Your Marketing Budget

If you haven’t gotten the results you wanted for the money you spent, here is where you went wrong and how you should change your marketing budget to fix the problem.

How to Meet Prospects in an Elevator

Here’s how I nabbed a prospect while scaling 20 floors – and some steps you can follow to meet prospects in an elevator.

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Sara is very passionate about her work. Her level of enthusiasm and energy make working with her an absolute pleasure. Sara is proactive, hands-on, and I would recommend her as a marketing consultant.

– David Mazer, Retensa Employee Retention

Sara is a top-notch speaker. We have hired her to present webinars for our audience. She is lively, engaging and has a strong grasp on the technical details of the materials she presents. I highly recommend her as a speaker for your event or webinar.

- Bob Huebscher, CEO of Advisor Perspectives

Sara is committed to supporting our firm in every single way. A brilliant writer, she is a true partner with great drive for results.

– Glenn Laga, President, Guardian Data Destruction

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