The regulators dont force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who arent prepared to do the math requi

Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesnt actually make the referral? What if the referral doesnt c

Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life

Stop wasting money on fancy spaghetti tech. The fintechs just want you financial advisors credit cards. Listen to Sara Grillo & Eric Negron on todays Daily Truth Bomb as they break it all down! In

Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for success in building clients relatio

Forget the sizzle and be real! Listen to this podcast and discover the power of authentic communication in financial advising! Youll learn: Why shortcuts dont work and how consistency is key to su

Stop struggling with content creation! Your clients are giving you gold, but are you missing it? In this podcast youll learn how to turn client conversations into engaging content! How to mine valuab

Are you doing business with the wrong type of client? Join Sara Grillo & Eric Negron and discover how to turn your existing client base into a goldmine of referrals! In this show, youll learn: ?How t

Yeah, the title basically says it all. Hes taking the world by storm as an hourly financial planner, not managing any assets but simply giving out powerful financial planning guidance that clients lo

Is AI taking over financial advice? Not so fast! ? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial ad