Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! How did he do it?

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Financial Advisor Media Communication Fee Only 72

Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. I am a CFA® charterholder and I used to be a financial advisor. Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based.

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Financial Advisor Financial Advice Financial Planning Fee Only 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. And that is certainly a welcome innovation, whoo hoo!

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Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

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Financial Planner Financial Advisor Certified Financial Planner Commission 52