Podcast | Sara Grillo

Posted on October 21, 2019 October 21, 2019

Building a Luxury Brand (like the Ritz-Carlton)

In this episode we welcome Sebastian Dovey who fills us in on what wealthy people want in a luxury brand. Seb was co-founder and managing director of Scorpio Partnership, a wealth management consultancy that conducts research on the global wealth industry. He was sooooo successful at it at the company was acquired by, AON in 2014. Currently, Seb is involved in numerous organizations at a board level.

We’ll discuss:

What does luxury mean? How is a luxury brand defined?
How are luxury brand able to personalize their offerings so deeply?
How do luxury brands connect with their consumers digitally? Is wealth management ahead or behind in this realm?
We aren’t making Rolex watches. How do you scale a luxury brand like a wealth management firm?

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Posted on October 16, 2019 October 16, 2019

One week after KF. Now what?

Join my LinkedIn group called “Diversity at the Podium”. We support taking ACTION to get more women, minorities, and (in general) more diversity in keynote speaking. The objectives of this group are 1) to match keynote speakers with speaking opps and 2) to exchange ideas about how to get more diversity at keynote speeches and conferences.

Join here.

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Posted on October 8, 2019 October 8, 2019

Oh heck, let’s just acquire someone!

The independent RIA space has seen dynamic change in the last ten years. MarketCounsel’s Director of Engagement, Ryan Marcus, joins us today and he will discuss these topics and more!

Can you provide a sketch of what the independent adviser landscape looked like 10 years ago?
So what caused independent adviser landscape to evolve into what it looks like today?
What have been the results of this evolution and how are advisers now better off?
What does this mean for the adviser in our audience?
We’ve seen some major deals lately in the RIA space, why are large deals good for the space and what will happen in the future?
What should advisers be doing now to prepare for tomorrow?

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Posted on September 30, 2019 September 30, 2019

Unauthorized Transaction

The following dumb messages people sent over LinkedIn are examples of unauthorized social media transactions. Don’t send messages like this if you want people to think you are cool.

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Posted on September 25, 2019 September 25, 2019

Sick of BS Marketing

In this podcast I am joined by Roger Edwards who is just about as sick of the jargon and BS in financial advisor marketing as I am. In this highly amusing show we’ll provide a synopsis of the meaningless, bloated barf that financial advisors should leave off of their marketing agenda.

Enjoy!

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Posted on September 18, 2019 September 18, 2019

Story of a Successful Female Advisor

I welcomed the viewpoint of Kathy Fish, who will inspire us all with her story of how she made smart decisions that helped her overcome challenges to be the successful female financial advisor she is today and has been for decades.

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Posted on September 11, 2019 September 16, 2019

It’s That “ESG Thing” (Again)

I recently made my first impact investment. It’s a gender equality ETF that invests in companies with women represented at the highest levels of corporate leadership. Although at the time I had my doubts, a year and a half later the investment has done well and I’m feeling good about supporting a cause I feel passionate about.

All of this has got me curious about that “ESG Thing.” So I asked Sterling Shea, Global Head of Wealth & Asset Management at Dow Jones, to join me and shed some light on it.

You’ll hear answers to these questions:

So, SRI, ESG, impact investing. What do all the buzzwords mean?

What is the latest academic research saying about the tradeoff between purpose and performance? Is there one?

Do you see high net worth and UHNW families demanding this in the future? Are they now?

How can advisors learn more about this?

For more information about Invest in Others, the financial advisor charity mentioned in this show, visit this page.

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Posted on August 29, 2019 August 30, 2019

Weird, yet good, idea

Those you perceive to be the competition have more to offer you than any thought leader.

** To join the my membership and become part of the financial advisor community discussed here, as well as receive access to my exclusive social media training content and monthly webinar, please click here!

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