Work With Me
One-on-one sessions as needed
Maximum of # hours per month
Starting at $2000 for a webinar/virtual seminar
I teach financial advisors how to get leads
Rates above 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.
Financial Advisor Marketing Consultant
My financial advisor marketing consultations are ideal for people who need periodic or one-time guidance as opposed to daily or ongoing marketing support.
The emphasis of this session is solving the problem not racking up time. I will ask you questions and review your ADV prior to the session to ensure I have a vision of:
- What your practice is like
- What the challenges are
- What your goals for the session are
Although I’ve called this “hourly consulting” I actually charge by the minute. Whatever time you consume is what you pay for. There is no minimum time commitment required.
Outsourced Chief Marketing Officer
This is a monthly, ongoing arrangement in which I design and execute a high value financial advisor marketing strategy with you and your team.
Before I get into what this service is, let me state outright that I have zero interest in working with financial advisors who are:
- Lazy or have poor organization skills
- Have zero value proposition (and are in denial about it)
- Are scared to appear on the internet
- Have no drive to communicate anything of value to people
- Are just in it to get richer with no consciousness of morality
- Prefer denial over reality
My services are designed for advisors who:
- Have a value proposition that justifies their fee, or are 100% willing to work towards it
- Want to communicate in a high quality way
- Are guided by an ethical compass
- Have a reasonable degree of organizational skill and work ethic
- Can handle honest feedback framed in a constructive and positive way
Now that we have absolute clarity, let’s talk about how I can potentially help. Arrangements are customized to each client but may likely include the following:
- Creation of high quality insightful content pieces such as blogs, podcasts, or videos
- Newsletter copywriting for clients and/or prospect communications
- One weekly half hour check–in session to keep tasks on track
- LinkedIn messaging and postings that drive your value proposition as a financial advisor
- Strategically creating value-driven referral relationships with COI’s
- Other items that we mutually agree upon
Financial Services Keynote Speaker
I am a motivational financial services keynote speaker for hire.
My talks are radically different because they are designed as a dialogue that will radically improve society, not a (boring) monologue or recitation.
The goal of my keynote speeches is to improve the ethical foundation of communications and practice management within the financial industry as a whole: financial advice, asset management, trading, banking, and all of the areas in between.
Please visit my financial services keynote speaker page for more info.
The objective of this financial advisor social media training program (aka “the membership”) is to teach financial advisors how to get leads online using social media. The focus is LinkedIn but financial advisors can apply these skills to Facebook and most other social media platforms.
This program is laser-focused on one thing: digital lead generation for financial advisors.
- Financial advisor LinkedIn messages and sequences
- Financial advisor branding online
- Financial advisor LinkedIn profile pages
- Financial advisor social media posts
- Crisis communication
- Financial advisor marketing strategy
- And more!
Access to Training Videos (each 3-5 mins long)
Exclusive membership workshops. Highly interactive.
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
What you get:
- Access to financial advisor social media training videos. The videos are usually about 3-5 minutes long.
- One exclusive membership workshop a month. These are highly interactive and reinforce the skills.
- Weekly members’ newsletter with exclusive content.
- Ability to message me, Sara Grillo, over LinkedIn messenger once a day and ask questions
- Access to my exclusive members-only LinkedIn group
- My e-books for free
- Extras such as ROI /Profitability analyzer, Prospect tracker, Results sheet
I hear you. People are often curious why there is a $100 fee for sign up due when you join the membership (monthly ongoing fee is $35/month).
This is because there is a significant amount of background work that goes into onboarding each member to the back end of the portal, LinkedIn group, webinar list, etc at inception so that everything runs smoothly. In addition, sometimes the members will require some help navigating the startup and accessing the content. I’ve created a FAQs document that they can use which addresses most issues, but sometimes there is more onboarding work that needs to be done.
Very simple: you will need only a web browser because nobody has time for the mumbo jumbo. You visit my website, log on to the portal, and view the videos there.