The Sara Grillo Podcast

The Sara Grillo Podcast


Latest Episodes

It’s That “ESG Thing” (Again)
September 12, 2019

I recently made my first impact investment. It’s a gender equality ETF that invests in companies with women represented at the highest levels of corporate leadership. Although at the time I had my doubts, a year and a half later the investment has done...

Weird, yet good, idea
August 29, 2019

Those you perceive to be the competition have more to offer you than any thought leader. ** To join the my membership and become part of the financial advisor community discussed here, as well as receive access to my exclusive social media training ...

Oh, so you work with business owners?
August 29, 2019

Saying “I work with business owners” on your LinkedIn profile is like saying, “I wear clothes.” Can you be any vaguer? To join the Sara Grillo Membership, please click here. Music is Arp Bounce by Geographer … Click Here To Read More

The Two Sentence Rule. Try it today.
August 29, 2019

Want to grow your practice? Try shutting up. **To join the membership and receive access to the exclusive LinkedIn messaging content that I mention in this podcast, please click here. Music is Arp Bounce by Geographer … Click Here To Read More

Leading Your Own Independence
August 29, 2019

There’s one very simple exercise you should be doing and within it lies the path to independence. To join the Sara Grillo Membership, please click here. Music is Arp Bounce by Geographer … Click Here To Read More

Sick of these BS Conferences
August 23, 2019

You have now entered The Conference Zone, a dimension as vast as it is phony and as timeless as it is vapid. It’s no exaggeration than these events are more like something out of a science fiction novel, a hyper-imagined reality created by overzealous...

Cracking the Code of the Sudden Wealth Client
August 07, 2019

Does your website say this: I help affluent individuals and families, business owners, and people who have suddenly come into wealth. Sounds like a good line, right? But are you really a specialist in helping people through change?

Let’s Get Past the Lip Service on Getting More Women into Finance
August 04, 2019

I was honored to speak with Dorothy Hinchcliff, Director of the Invest In Women conference and Executive Editor of Financial Advisor magazine, to talk about the real story. How can we get more women into finance? … Click Here To Read More

I Want Your Feedback On My Podcast (Please)
July 28, 2019

For those of you who have been so kind to listen to my podcast, thank you and please let me know how I can better help you solve problems in your business. Survey below: https://www.surveymonkey.com/r/DHFLR6C… Click Here To Read More

Preparing Your Clients for the Opioid Crisis
July 22, 2019

The profile of a drug addict has changed. It’s not a destitute person dressed in rags anymore who lives in a tent. It’s the people you are going to college with. It’s the person driving your kids’ school bus. It’s your dentist.