Life after the AUM fee model: converting to hourly
Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM
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Here's what some of my clients have to say
Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM
Question from a subscriber: “I’d like to be funny but being a financial advisor is a serious job. I’m scared to lose credibility.” Agree. I wouldn’t
Question from a member, “I have less than 500 followers on LinkedIn. Should I get 500 just so my profile page says “500+ followers?“ While it’s important to grow your network on LinkedIn, “growth for growth’s sake” doesn’t make any sense. I’d rather see you have 30 connections if they are on the same mission […]
If you are frustrated by marketing failures, or feel like you are throwing away money on marketing that doesn’t work, here are the reasons why.
Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM
Stop wasting money on fancy “spaghetti tech”. The fintechs just want you financial advisors’ credit cards. Listen to Sara Grillo & Eric Negron on today’s
Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for
Forget the “sizzle” and be real! Listen to this podcast and discover the power of authentic communication in financial advising! You’ll learn: Why shortcuts don’t
I wrote this for financial advisors who want to be perceived as high quality people on social media. This e-book contains 47 messages you can use on social media messenger to reach prospects of all types (business owners, corporate employees, job changers, and more), COIs, reporters, and other useful connections.