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Ep. #38 2 Big Marketing Strategies for Financial Advisors that Most Fail to Use – featuring Sara Grillo, CFA
Mar 22, 2023
44:08
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“Outspoken” “Controversial” “Disruptive” These are some of the words that have been used to describe Sara Grillo. Sara’s on a mission to help advisors rise above the platitudes and sameness they use to describe the valuable work they bring to their clients. In this lively interview, Bill and Sara discuss 2 important (but often overlooked) …
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Ep. #38 2 Big Marketing Strategies for Financial Advisors that Most Fail to Use – featuring Sara Grillo, CFA
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