Sara Grillo
Sara GrilloDo It Creatively -- Or Don't Do It At All
| Publishes | Monthly | Episodes | 21 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Categories | BusinessMarketing | ||||
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Latest Episodes
Today I have Brian Williams of Northshire Consulting and we’re going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small businesses who currently do not offer them. Let’s talk a... more
In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch.
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I ha... more
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 h... more
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 p... more
Fire your therapist and do this instead.
The post How to overcome any fear appeared first on Sara Grillo.
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 ... more
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... more
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 o... more
Key Facts
Reviews
- Irreverent and Awesome
This is a really fun advisor podcast with great ideas. Sara’s focus on “heck yeah” quality marketing is super insightful. Highly recommend.
Apple Podcasts5Numbers Guy 81
United States6 years ago - Good advice, average listening
Sara, I’ve listened to a dozen episodes of your podcast. Excellent job! I respect what you’re doing, which I believe can be summed up as shining a light on what advisors, a backward group, do wrong. I believe in your mission! For entertainment value, you make the most of your ebullience; I applaud it! I love the content; maybe not the delivery. For example, your extremely humorous game show highlights some need for improved editing skills. Why not allow contestants a full minute to answer, then ... more
Apple Podcasts3Annual gainUnited States8 years ago - Breath of fresh air
Relevant and straight to the point topics , fresh content presented in short and unique way = gold!
Apple Podcasts5gina paul ivakhovUnited States8 years ago - She Shares Actionable Tactics
Sara dishes out actionable tactics in a way that's easy to digest. Her show is packed with energy, passion and it's clear she's making moves to share content that will resonate with you. Thank you for sharing!
Apple Podcasts5KirkusmUnited States8 years ago - Insightful, worthwhile, and effective
In a financial services industry that is all too plagued by cliché and jargon-filled bloviation Sara undoubtedly “gets it” for all things communication, business development, marketing, and sales.
Any professional seeking to improve effective absorption of ideas by audiences, how to capture people’s attention, bring ideas to life, and make messages vivid and memorable would benefit from listening to and applying Sara’s insights.
Apple Podcasts5Todd_EkUnited States8 years ago - What’s Wrong with my Website
Throughly enjoyed this podcast. Lots of practical and useful information as to how to obtain and analyze data regarding your website. Sara is very good at keeping things simple and easy to understand. Definitely will listen to more of her podcasts.
Apple Podcasts5TSP2018United States8 years ago - Mr wardrobe
The podcast was actually great very informative not too long right to the point funny and have a sense of humor I really enjoyed it wasn't too long definitely rate this a five also she has some great questions
Apple Podcasts5O1zentUnited States8 years ago - Helpful tips about LinkedIn Messenger!
While the topic is gear toward financial advisors, I found these details helpful in my current dilemma of getting responses from people on LinkedIn in my job hunt. (Not so bad to keep in mind for general interactions as well!) Thanks Sara.
Apple Podcasts4VanK11United States8 years ago - Excellent information
A very informative podcast. Thank you for sharing the insights and your commitment to excellence!
Apple Podcasts5Sameer SomalUnited States8 years ago - Thumbs up to Sara
Sara’s podcasts are short to the point and highly effective. I would encourage all advisors to tune in.
Apple Podcasts5Dutt33United States8 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #5 |  Ireland/Business/Marketing |
Apple Podcasts | #131 | Ireland/Business |
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
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Sara Grillo launched 8 years ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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