Tag: Podcast

You have to shoot to score. If you want to grow your business it’s really a matter of how you manage your time.  

If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.

As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.

In Episode Seven of the Sara Grillo Podcast I interview global business celebrity Jeffrey Hayzlett. Jeffrey is Chairman & CEO of C-Suite Network, an author,

In this episode, I interview Kirk Deis of Treehouse 51 and The Bug Squasher where he tells financial advisors what they should be doing to generate

Today I interview Antonio Aspuru, menswear specialist, who will provide financial advisors with fashion tips that answer the question of how to dress casual and

Financial advisors are skeptical that leads can be gained from social media. It can be a source of leads, but I see so many financial

In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. I’m going to discuss how