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Sara's Daily
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Created by
Sara Grillo, CFA
Bringing transparency and logic to financial advisor marketing
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"I have so many personal contacts - I have to do a better job with my ask!"
Sara Grillo, CFA on LinkedIn
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"There was once I got a guy who likes the Detroit Lyons but otherwise I find it…
Sara Grillo, CFA on LinkedIn
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"There are so many thought leaders and industry experts. One says one thing…
Sara Grillo, CFA on LinkedIn
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"I'm bad at writing content and want to do better so I can get new clients.”
Sara Grillo, CFA on LinkedIn
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"How does one tastefully offer their services after a presentation they just…
Sara Grillo, CFA on LinkedIn
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"I feel so weighed down by my work that I feel like I have two cinderblocks tied to my ankles throughout the work day."
6d
"I want to market, but the custodian is taking forever with this changeover and I can't sign up new clients."
7d
"I want to connect with other financial advisors for networking purposes but have heard stories of competitors stealing your clients on LinkedIn."
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