Sara Grillo

Dec 16 2024 10 ep. 25 mins 36

Sara Grillo Podcast artwork

This podcast is only for financial advisors who want to learn how to market themselves without the BS.

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Imagine if the local bakery had a 401k? Let’s solve the 401k Coverage Gap and save the American middle class!

Dec 16 2024 31 mins

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 about fixing the 401k coverage gap, people! What if the local baker had […]

How to tell a bad life insurance pitch

Nov 25 2024 22 mins

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 have a newsletter in which I talk about financial advisor […]

“Worried I’ll exclude qualified clients if I niche down.” [Does my marketing STINK? Ep One]

Nov 11 2024 60 mins

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 […]

This $1.7BB RIA firm converted from AUM to flat fee and never looked back!

Oct 07 2024 35 mins

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 […]

How to overcome any fear

Fire your therapist and do this instead.

This year’s Wild Crypto Debate

Aug 26 2024 56 mins

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 […]

5 reasons this RIA firm is kicking your butt

Jul 22 2024 19 mins

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 […]

Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!

Jun 24 2024 1 mins

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 […]

Get an in-force illustration whenever you buy a Universal Life insurance policy!

Jun 17 2024 1 mins

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… […]

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 […]