Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. How do I meet them?”

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Sara Grillo

MAY 24, 2024

Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. There’s no “two best” of something. What is the thing you would die by your ability to do well? Then craft a one line sentence expressing the skill you would die by.

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High Net Worth Individuals Consultants Consulting Prospects 52

Sara Grillo

DECEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years.

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Consultants Consulting Taxes High Net Worth Individuals 52