Claim OwnershipSara Grillo
Subscribed: 18Played: 616
Subscribe
Description
This podcast is only for financial advisors who want to learn how to market themselves without the BS.
226 Episodes
Reverse
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 fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my […]
The post Life after the AUM fee model: converting to hourly appeared first on Sara Grillo.
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 Daily Truth Bomb as they break it all down! In this podcast, you’ll learn: 1)How to ditch the overcomplicated workflows and embrace simple, effective processes. ?? 2)Why free resources like […]
The post The fintechs just want your credit card… appeared first on Sara Grillo.
Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for success in building clients relationships that last! You’ll learn: Why kindness is just the beginning for building lasting client relationships. The 5 C’s of success every advisor needs to know. […]
The post It takes more than kindness to build lasting client relationships! appeared first on Sara Grillo.
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 work and how consistency is key to success. How to prioritize client needs and communicate authentically. The surprising benefits of being yourself and building genuine connections with clients. How to […]
The post How to stop sounding fake in your marketing – authentic voices win! appeared first on Sara Grillo.
Stop struggling with content creation! Your clients are giving you gold, but are you missing it? In this podcast you’ll learn how to turn client conversations into engaging content! How to mine valuable nuggets from your client interactions. Real-life examples of transforming client experiences into compelling content. Why listening to your clients is the key […]
The post Easy ways to create content that prospects and clients will love! appeared first on Sara Grillo.
Are you doing business with the wrong type of client? Join Sara Grillo & Eric Negron and discover how to turn your existing client base into a goldmine of referrals! In this show, you’ll learn: ?How to identify your ideal client and re-engage your current ones. ?The 3 powerful questions to ask that unlock hidden […]
The post Stuck with the wrong clients? You’re not alone! appeared first on Sara Grillo.
Yeah, the title basically says it all. He’s taking the world by storm as an hourly financial planner, not managing any assets but simply giving out powerful financial planning guidance that clients love. Today we’ll hear from Kevin Estes of Scaled Finance as he talks about how he made it work. But first… For those […]
The post How I rocked the world as an hourly financial planner – with Kevin Estes appeared first on Sara Grillo.
Is AI taking over financial advice? Not so fast! ? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. In this show, you’ll learn: ?Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How […]
The post Is AI taking over financial advice? Not so fast! appeared first on Sara Grillo.
Join Sara Grillo & Eric Negron and learn how to ditch the “advisor speak”, get past the financial advisor jargon, and win more clients! In this podcast, you’ll discover: ?Why complex language can cost you business and how to communicate clearly instead. ?The powerful secret to explaining financial concepts in a way that everyone can […]
The post Are you losing clients because they don’t understand your financial jargon? appeared first on Sara Grillo.
Hiring your first team member as a financial advisor can be daunting, but we’ve got you covered! Join Eric Negron & Sara Grillo for today’s Truth Bomb as they tackle the challenges of hiring & training in the financial advisor world. In this discussion, you’ll learn: -Two distinct approaches to building your team: “Pay to […]
The post “I’m looking to make my first hire as a financial advisor. Where do I find them?” appeared first on Sara Grillo.
Question from a subscriber: “My marketing efforts are constantly sabotaged by negative self talk, limiting beliefs, and imposter syndrome. How do I get past this? (Heart emoji) No matter how confident we seem, we all have doubts. It’s not about the absence of fear, it’s about how you manage it. In this podcast, we discuss […]
The post Awesomely positive ways to get rid of Imposter Syndrome and head trash! appeared first on Sara Grillo.
This podcast teaches financial advisors how to talk to CPAs so you can get a referral.
The post You will never get a single referral from a CPA by acting pathetic! appeared first on Sara Grillo.
While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard, the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. And that is […]
The post Meet the firm that is finally bringing financial planning to small accounts! appeared first on Sara Grillo.
There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. Does he actually do this? How does he run his practice without going broke? What does low fee financial advice actually […]
The post How does this financial advisor charge 60-80% lower fees without going BROKE? appeared first on Sara Grillo.
Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be? Well, not if you make mistakes. Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the […]
The post Don’t let your clients take Medicare advice from William Shatner! appeared first on Sara Grillo.
The following blog illustrates why is it so important to find the IRR of a policy, why you really should look at it, before you buy the policy.
The post How to cut through insurance smoke and mirrors: find the IRR! appeared first on Sara Grillo.
The IRMAA, or Medicare income-related monthly adjustment amount, is a bit of a missed opportunity for many financial advisors. We’ve got special guests Dan McGrath and Paul Morrison with us today to talk about what you may be overlooking about IRMAA planning. For those of you who are new to my blog, my name is […]
The post What everyone is missing about IRMAA planning [dramatic reveal] appeared first on Sara Grillo.
It seems like there ain’t nothing more tread upon and abused than the fiduciary standard. So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? Is it, “meh, who cares”, or does it make a true difference? Let’s debate it! For those […]
The post Does being a fiduciary financial advisor REALLY matter – or is it “meh?” appeared first on Sara Grillo.
Financial advisors are skeptical that you can actually get leads from social media. Well today I have a planner who has blown up his lead pipeline, in less than nine months. Today we’ll be talking to Thomas Kopelman, co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from […]
The post This financial advisor makes getting leads from social media look like a piece of cake! appeared first on Sara Grillo.
Not the premium – but the actual costs of the insurance policy. That’s what people think they grasp. When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! I’ve got some guests here who are ripping the veneer off the facade. Listen […]
The post How to CRACK the secret costs in an insurance illustration appeared first on Sara Grillo.
Comments
Download from Google Play
Download from App Store
United States