Compliance Financial Advice Investment Planning Media 
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Doug Twiddy. I really don’t.” – Derek Robinett.
Sara Grillo
AUGUST 25, 2023
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Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.
Sara Grillo
SEPTEMBER 12, 2022
Salaske adds that every time the CFP fees go up, on social media there is a big outcry but they still renew because they are using it for marketing purposes. #6 This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.
Sara Grillo
SEPTEMBER 26, 2022
If you are a financial planner and you’d like to learn how to communicate better… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.
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