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. If you are unable to locate these templates then please message me over LinkedIn, or email me, and I can send them […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
