Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! 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.

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Sara Grillo

NOVEMBER 11, 2024

FIND OUT IF YOUR MARKETING STINKS For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Not enough in the pipeline Marketing and blogs are nice, but you need a list. Treat everyone associated with the prospect as a valuable source of information.

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Consultants Consulting Taxes Leveraging 59

The Motley Fool

DECEMBER 23, 2023

Gates shared his thoughts in a recent blog post: The development of AI is as fundamental as the creation of the microprocessor, the personal computer, the internet, and the mobile phone. Consultancy Gartner believes 80% of enterprises will adopt SASE architecture by 2025, up from 20% in 2021. Indeed, Cloudflare ranked No.

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Sara Grillo

MAY 24, 2024

Here is how to communicate what you do, when talking to a prospect or lead. Sara G More blogs I wrote for you about elevator pitches: 9 pitch examples More pitch examples One sentence elevator pitch Did you sign up for my daily newsletter ?

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Prospects 52

Sara Grillo

MAY 3, 2024

In this blog, we talk about how to stop living in fear of SEC marketing rules and to reduce the chances of getting zinged. These are general tips based on my experience as a marketing consultant to many financial advisors who have to follow SEC marketing rules. Love is a battlefield, and so is marketing compliance.

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Legal Consultants Consulting Prospects 52

Sara Grillo

FEBRUARY 2, 2024

I wrote this blog in response to a question I got from a financial advisor. How do I start prospecting and gain local clients? But first… 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 just moved to a new city.

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Consultants Consulting Prospects Taxes 52

Sara Grillo

MAY 28, 2024

.” 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 Client referral tips There were some great takeaways here. For such a recommendation, consult with a financial advisor.

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Consultants Consulting Prospects Accounting 59

Sara Grillo

JANUARY 12, 2024

Read this blog to learn how to avoid the traps and make yourself appear more valuable online. But first… 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. #1

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Consultants Consulting Prospects Accounting 52

Indigo Marketing Agency

JULY 22, 2024

We’ve all done it, and your prospective clients are doing it too. By balancing your content to be more client-focused, you can build trust and make your website more effective in converting prospects into clients. Instead, post as an HTML page so that your blog is SEO-friendly.

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Prospects Consultants Consulting Education 52

Sara Grillo

MAY 24, 2024

Question from a subscriber: “How do I convert a casual friend to a prospect without burning the relationship?” Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. The email newsletter had better be a wow, wow, super wow.

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Consultants Consulting Prospects Companies 52

Sara Grillo

JANUARY 12, 2024

Read this blog to learn the financial advisor Google tips you need to know in order to stop being invisible online, so that wealthy prospects can find you. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Please sign up here !

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Consultants Consulting Prospects Accounting 52

Indigo Marketing Agency

AUGUST 17, 2024

Get Started Now” at the end of a blog post. By compelling visitors to take specific actions, you increase the likelihood of turning prospects into clients. It tells the prospect exactly what to expect and why they should act now. What Is a Call to Action? You’ve probably seen a million CTAs in your life.

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Consultants Consulting Prospects Investing 52

Sara Grillo

APRIL 15, 2024

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. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

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Consultants Consulting Prospects Assets 59

Sara Grillo

JANUARY 26, 2024

But first… 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. #1 What’s worse, your email newsletters aren’t getting delivered to prospects who need you!

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Consultants Consulting Prospects Financing 52

Sara Grillo

FEBRUARY 12, 2024

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. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

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Consultants Consulting Taxes Prospects 105

Indigo Marketing Agency

SEPTEMBER 28, 2024

Forgettable Content A common strategy among financial advisors is to share a blog post or video and just hope it resonates with their audience and motivates them to reach out. What’s missing is a bona fide sales funnel that systematically guides prospects from curiosity to interest and ultimately to conversion.

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Prospects Consultants Consulting Best Practices 52

Sara Grillo

AUGUST 15, 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. Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.” So please subscribe!

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Consultants Consulting Prospects Portfolios 98

Sara Grillo

JANUARY 12, 2024

Read this blog to learn how to avoid the mistakes. But first… 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. #1 Please sign up here !

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Consultants Consulting Prospects Funds 52

Sara Grillo

FEBRUARY 9, 2024

Getting the prospect’s attention is the big hurdle – but what happens when you have a meeting or a conversation with a prospect, and the deal falls flat? But first… For those of you who are new to my blog, my name is Sara. But first… For those of you who are new to my blog, my name is Sara. Try this. #1

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Prospects Consultants Consulting 52

Sara Grillo

MAY 10, 2024

I want to set up a wait list but am worried it sends a negative message to new prospects.” And to be real, it’s more to placate the advisor’s ego than out of regard for other people, because if you really cared you would have referred the prospect to another advisor who could help them sooner. That’s too long.

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Consultants Consulting Prospects Companies 52

Indigo Marketing Agency

JULY 8, 2023

From thought-provoking blog posts to attention-grabbing social media updates, we’ll make sure your message shines through. Website Audit: Enhance your website to attract more prospects and improve conversion rates. Schedule a free strategy consultation with our team. But that’s not all!

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Prospects Consultants Consulting Accounting 69

Sara Grillo

JANUARY 8, 2024

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. And now let’s get onto the blog! For such a recommendation, consult with a financial advisor.

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FMG

NOVEMBER 22, 2022

Content marketing is so important for advisors looking to gain new prospects and connect with existing clients, however, it is often easier said than done. Free consultations. How To Increase Prospect Engagement via Advisorpedia. How To Fix A Prospecting Problem via Tony Vidler. Ebooks/Whitepapers. Checklists.

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Prospects Education Consultants Consulting 72

FMG

SEPTEMBER 13, 2022

If you’re looking for tips to boost your social media marketing strategy, ways to introduce technology into your practice, ways to write blogs that deliver results and more, then you’ve come to the right place! The Financial Advisor’s Guide to Writing Blogs that Deliver Real Results via Three Crowns Marketing.

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Prospects Education Consultants Consulting 52

Sara Grillo

JANUARY 19, 2024

This blog provides a few Twitter tips for financial advisors that you can use to build a community, get leads, and get new clients. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Please sign up here ! Alright that’s all for now.

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Consultants Consulting Prospects Accounting 52

Sara Grillo

JANUARY 12, 2024

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. For such a recommendation, consult with a financial advisor. I was making all the mistakes I’m about to tell you.

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Consultants Consulting Prospects Accounting 52

Indigo Marketing Agency

MAY 12, 2023

Want to add video blogs to the mix? Schedule a free consultation to learn more about our top-rated packages and how they can help you take your business to the next level. You’ll get everything in the Total Marketing Package plus monthly content that is personalized to your unique voice and target audience. No problem!

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Prospects Consultants Consulting Accounting 52

Sara Grillo

JUNE 21, 2024

My prospects have slowed since I put it up last year. I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Question from a subscriber: “I had a welcome video of me on my home page website for a year, but I just took it down.

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Consultants Consulting Prospects Companies 52

Sara Grillo

MAY 24, 2024

Question from a follower: “I never know when to actually tell the prospect what I do, during the sales meeting. Take this action TODAY: (listening part) The beginning of the meeting should be where you let the prospect talk, asking guiding questions that probe deeper into what they need, their psychology and attitudes, etc.

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Indigo Marketing Agency

MAY 8, 2024

Process for Prospect Conversion: How often are you consistently following up with prospects? Our TMP Growth strategy includes a systematic sequence to take prospects from awareness to conversion, nurturing them through the entire journey. Click here to set up your free strategy consultation.

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Consultants Consulting Prospects Education 52

Sara Grillo

MAY 9, 2022

For those of you who are new to my blog/podcast, 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. Let me ask everyone reading this blog. What’d ya think of my blog on direct indexing? So please subscribe!

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Portfolios Consultants Consulting Taxes 72

Sara Grillo

FEBRUARY 9, 2024

But first… 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. #1 Here are some non-traditional ways to get referrals as a financial advisor. Please sign up here !

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Consultants Consulting Prospects 52

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. You may have granted a third party (IT person, marketing consultant, old employee) the right to access to your online assets such as: Website Email software (I.e., Did you sign up for my daily newsletter ?

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Prospects Consultants Consulting Assets 52

Sara Grillo

MARCH 11, 2024

But first… 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. Today we’ll hear from Kevin Estes of Scaled Finance as he talks about how he made it work. Please sign up here !

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Diamond Consultants

OCTOBER 10, 2023

Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report. The answer starts and ends with growth.

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Consultants Consulting Prospects Taxes 52

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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Indigo Marketing Agency

JULY 1, 2024

Regular Content Updates : Post useful things on your blog that answer common customer questions and show your depth of knowledge. On social media, you can reach a much wider audience by maintaining trust with current clients and establishing new relationships with prospects. People who might hire you often look for advisors online.

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