client-prospect-meeting-follow-up-questions-what-else-start-with-why Blog Related Topics 
FMG
APRIL 19, 2023
The only problem with video marketing is figuring out where to start. For many advisors dipping their feet into the video marketing pool, finding the starting line can be daunting. That’s why we’re here to help. What’s Stopping Advisors From Getting Into Video Marketing? Most likely, your answer is yes.
Indigo Marketing Agency
JUNE 16, 2021
You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose? That’s why it’s worthwhile to do some research ahead of time to determine what topic will resonate most with your ideal clients.
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Sara Grillo
APRIL 11, 2022
We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. So please subscribe!
Sara Grillo
MAY 8, 2023
Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. IUL is NOT what it’s (usually) cracked up to be! The policyholder pays a premium.
The Big Picture
JULY 24, 2023
He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Let’s start with that.
Sara Grillo
MAY 23, 2022
It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” For those of you who are new to my blog/podcast, my name is Sara. What is an advice-only financial planner?
Sara Grillo
JUNE 20, 2022
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. Why do so many EJ reps fail?
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