Imagine if the local bakery had a 401k? Let’s solve the 401k Coverage Gap and save the American middle class!
Financial advisor Brian Williams of Northshire Consulting helps bridge the 401k coverage gap, empowering American workers at small businesses to secure a more secure retirement future.
25 Nov 2024
How to tell a bad life insurance pitch
Sara Grillo, CFA charterholder and financial advisor marketing consultant, talks with Broc Buckles about how to identify and avoid bad life insurance pitches to protect your clients.
11 Nov 2024
“Worried I’ll exclude qualified clients if I niche down.” [Does my marketing STINK? Ep One]
In this first episode of “Does my Marketing STINK?”, we’ll interview Chase Dapello of Westlake Private Wealth Management and answer the question of whether or not his marketing stinks. If you’d like to be a guest on “Does my marketing STINK” and have you or your company’s marketing analyzed for free, send me a note […]
7 Oct 2024
This $1.7BB RIA firm converted from AUM to flat fee and never looked back!
In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. You’ll hear the story of why they converted from AUM to flat fee, how it has bolstered the growth trajectory of the practice, how to convert your firm from AUM and achieve similar […]
23 Sept 2024
How to overcome any fear
Fire your therapist and do this instead.
26 Aug 2024
This year’s Wild Crypto Debate
We do a crypto debate podcast every year. Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. Enjoy! For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have […]
22 Jul 2024
5 reasons this RIA firm is kicking your butt
Wow, this was a powerful interview with Dave Welty, a financial advisor who founded and developed what I would consider a well-managed RIA firm. Avier Advisors, based out of Bellevue, Washington, has nearly $800MM in AUM and almost 20 employees. Here are five things they’ve done differently at Avier, and why it’s helped them kick […]
The post 5 reasons this RIA firm is kicking your butt (https://saragrillo.com/2024/07/22/ria-firm/) appeared first on Sara Grillo (https://saragrillo.com).
24 Jun 2024
Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!
The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial […]
The post Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates! (https://saragrillo.com/2024/06/24/universal-life-insurance-rates/) appeared first on Sara Grillo (https://saragrillo.com).
17 Jun 2024
Get an in-force illustration whenever you buy a Universal Life insurance policy!
The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Insurance companies make Bernie Madoff look like a petty thief. Don’t fall for it! But before we get into it… […]
The post Get an in-force illustration whenever you buy a Universal Life insurance policy! (https://saragrillo.com/2024/06/17/in-force-illustration/) appeared first on Sara Grillo (https://saragrillo.com).
28 May 2024
Do this to avoid messing up a client referral
Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesn’t actually make the referral? What if the referral doesn’t call you back? I’ve got Bill Cates here and he’s going to discuss all of this and more as covered in his […]
The post Do this to avoid messing up a client referral (https://saragrillo.com/2024/05/28/client-referrals/) appeared first on Sara Grillo (https://saragrillo.com).
15 Apr 2024
Life after the AUM fee model: converting to hourly
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 (https://saragrillo.com/2024/04/15/aum-fee-model/) appeared first on Sara Grillo (https://saragrillo.com).
25 Mar 2024
The fintechs just want your credit card…
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… (https://saragrillo.com/2024/03/25/fintech-financial-advisor/) appeared first on Sara Grillo (https://saragrillo.com).
21 Mar 2024
It takes more than kindness to build lasting client relationships!
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! (https://saragrillo.com/2024/03/21/lasting-client-relationships/) appeared first on Sara Grillo (https://saragrillo.com).
19 Mar 2024
How to stop sounding fake in your marketing – authentic voices win!
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! (https://saragrillo.com/2024/03/19/fake-marketing/) appeared first on Sara Grillo (https://saragrillo.com).
15 Mar 2024
Easy ways to create content that prospects and clients will love!
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! (https://saragrillo.com/2024/03/15/content-creation/) appeared first on Sara Grillo (https://saragrillo.com).
13 Mar 2024
Stuck with the wrong clients? You’re not alone!
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! (https://saragrillo.com/2024/03/13/wrong-clients/) appeared first on Sara Grillo (https://saragrillo.com).
11 Mar 2024
How I rocked the world as an hourly financial planner – with Kevin Estes
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 (https://saragrillo.com/2024/03/11/hourly-financial-planner/) appeared first on Sara Grillo (https://saragrillo.com).
8 Mar 2024
Is AI taking over financial advice? Not so fast!
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! (https://saragrillo.com/2024/03/08/artificial-intelligence-financial-advice/) appeared first on Sara Grillo (https://saragrillo.com).
6 Mar 2024
Are you losing clients because they don’t understand your financial jargon?
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? (https://saragrillo.com/2024/03/06/financial-jargon/) appeared first on Sara Grillo (https://saragrillo.com).
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Apple Podcasts (US)
4.5 / 5
28 ratings
Spotify
1.0 / 5
1 ratings
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