Sara Grillo的封面图片
Sara Grillo

Sara Grillo

广告服务

New York,New York 249 位关注者

I am the Bada-s of LinkedIn marketing for financial advisors

关于我们

I write, podcast, and vlog about financial advisor marketing and lead generation in a highly irreverent and non BS-oriented way. JOIN my weekly email newsletter to learn how to express your value in a non-BS way: www.saragrillo.com SUBSCRIBE to my podcast about financial advisor lead generation: https://saragrillo.com/subscribe-to-podcast/ SUBSCRIBE to my YouTube: https://bit.ly/3909R22. As of the channel's inception date there have been more than 650k views of the videos on my channel. Mom of 4 kids, supporter of the US #military, empowering #autism and ADHD, fascinated by theoretical cosmology.

网站
https://www.saragrillo.com
所属行业
广告服务
规模
1 人
总部
New York,New York
类型
私人持股
领域
social media、brand analysis, competitor research, 、website copy, RFP responses, 、proofreading、editing、blogging、white papers、resumes、video scripts、video directing和ghostwriting

地点

Sara Grillo员工

动态

  • 查看Sara Grillo的组织主页

    249 位关注者

    DOWNLOAD link in the comments below. This e-book contains 47 messages you can use on social media messenger to reach prospects of all types (business owners, corporate employees, job changers, and more), COIs, reporters, and other useful connections. You will learn: ?? What the point of a financial advisor LinkedIn message should be ?? How long a financial advisor LinkedIn message should be ?? How to make yourself be perceived as a high quality financial advisor who is worthy of the prospect’s trust without saying so outright ?? How many LinkedIn messages financial advisors should send to prospects that they want to engage ?? The different kinds of financial advisor LinkedIn messages and sequences that you should be using, and when to use them

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  • 查看Sara Grillo的组织主页

    249 位关注者

    查看Sara Grillo, CFA的档案

    Bringing transparency ?? and logic to financial advisor marketing

    As #Catholic disciples of Christ, we are called to shine His light on the world. In this webinar, you'll learn: How to meet Catholic clients on social media Ways to optimize your website to attract Catholic clients How to align your business #growth strategy with the sacred virtues of humility, temperance, love, and purity, and the mission of leading others to Christ. Newsletter strategies for Catholic financial advisors Wednesday, March 26th 12pm ET Sign up link is in comments

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  • 查看Sara Grillo的组织主页

    249 位关注者

    查看Sara Grillo, CFA的档案

    Bringing transparency ?? and logic to financial advisor marketing

    "One of the most popular criteria in generating “Top Adviser” lists is also one of the most problematic: growth rate. Just because an adviser is running a fast-growing business with surging client volume doesn’t tell you much... Better metrics might focus on: ??earning high client satisfaction scores ??demonstrating specialized expertise (perhaps by publishing books or articles in trade journals, giving presentations, or appearing on podcasts) maintaining professional designations in good standing ??volunteering in industry leadership roles (such as serving on the board of a professional association)" See link in comments field for MarketWatch by Morey Stettner.

  • 查看Sara Grillo的组织主页

    249 位关注者

    查看Sara Grillo, CFA的档案

    Bringing transparency ?? and logic to financial advisor marketing

    Is this the type of stuff you usually hear at conferences? "It's not what?you?think; value is in the eye of the?client." "All fee models are imperfect, flat fees included." "That is the point at which value starts to accrue to the client more than the advisor." Did you get your?Immersion2025?tickets yet? March 11-13th, 2025 Kansas City, MO Be?inspired?by thoughtful and ethical flat fee, advice-only, and hourly planners (or those who aspire to be). Registration link in comments field.

  • 查看Sara Grillo的组织主页

    249 位关注者

    Be a positivity powerhouse, financial advisors! Join Eric Negron & Sarah Grillo LIVE and discover: ?How complimenting others can be YOUR secret weapon for good vibes. ?The "Love Jar" trick to spread appreciation & boost your own mood! ?Positivity is contagious: spread it & watch your marketing thrive! Make kindness your superpower! Watch the full video and cultivate a magnetic marketing mindset! _____________________ Timestamps: (0:00) Intro & Welcome (1:00) Eric Reviews Tips for Positive Energy: Appearance, Movement, Music (2:20) Sarah Introduces the Concept of Spreading Positivity to Others (3:20) The "Love Jar" Example: Leaving Positive Affirmations for Family (4:20) Importance of Appreciation & Recognizing the Good in Others (5:20) Sarah: Positivity Breeds Positivity Key Takeaways: ??Performing acts of kindness and expressing appreciation boosts positivity. ??Positive affirmations and recognizing the good in others uplifts your own mood. ??Spreading positivity creates a ripple effect, fostering a more positive environment. Actionable Tips: ?Start a gratitude journal and write down things you're thankful for each day. ?Leave positive notes or compliments for colleagues, family, or friends. ?Actively look for opportunities to help others and perform random acts of kindness. ?Smile at strangers and use positive greetings during interactions. Subscribe for more financial advisor tips and insights. Share your strategies for spreading positivity in the comments below. Like the video and hit the notification bell for future updates. #financialadvisor #marketing #positivity #kindness #growthmindset

    Episode #25 Daily Truth Bomb - Be a positivity powerhouse, advisors!

    Episode #25 Daily Truth Bomb - Be a positivity powerhouse, advisors!

    www.dhirubhai.net

  • 查看Sara Grillo的组织主页

    249 位关注者

    Need a morning mood boost, financial advisors? Hit play! Join Eric Negron & Sarah Grillo LIVE on YouTube and discover: ?Why the right music can be your instant energy potion (no magic spells required!). ?How to create a playlist that gets you & your whole household moving! ?Set the tone for a positive day & crushing your marketing goals! Music is your secret weapon! Watch the full video and unlock the power of positive vibes! ____________________ Timestamps: (0:00) Intro & Welcome (1:00) Eric's Tip: Listen to Uplifting Music to Boost Mood & Energy (2:20) Personal Anecdote: Waking Up in a Good Mood Due to Upbeat Music (3:20) Sharing the Positive Energy with Family Through Music & Dance (4:20) The Impact of Music on Attitude & Outlook for the Day Key Takeaways: ??Upbeat music can improve mood, energy levels, and overall well-being. ??Listening to music you enjoy can set a positive tone for your day. ??Music can create a sense of connection and shared experience. Actionable Tips: ?Create a playlist of energetic and uplifting songs to listen to in the morning. ?Use music during workouts or other activities that require focus. ?Pay attention to how different music genres affect your mood and energy levels. Subscribe for more financial advisor tips and insights. Share your favorite pump-up songs in the comments below. Like the video and hit the notification bell for future updates. #financialadvisor #marketing #energyboost #music #growthmindset

    Episode #24 Daily Truth Bomb - Need a morning mood boost?

    Episode #24 Daily Truth Bomb - Need a morning mood boost?

    www.dhirubhai.net

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