I'm Sara Grillo - Top Financial Author, Podcast Host, & Keynote Speaker
Some of the Brands I’ve Worked With
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 […]
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 […]
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 […]
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 […]
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 […]
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.
Here’s how I nabbed a prospect while scaling 20 floors – and some steps you can follow to meet prospects in an elevator.