Helping advisors enable clients to achieve their financial goals

Advanced Search
  • Newsletter Log In
    • Insights & Education
      • Articles
      • AP Charts
        • Buffett Indicator
        • Margin Debt
        • Market Valuation
        • S&P Snapshot
        • Household Incomes
      • Commentaries
      • White Papers
      • Market Outlook
    • Topics
      • Browse All
      • Featured Topics
        • ETF
        • Financial Advisor Transition
        • Innovative ETFs
        • Municipal Bonds
        • Nuclear Energy
        • Wealth Management
      • Other Topics
        • 529/College Planning
        • Active Fixed Income
        • Active Management
        • Alternative Investments
        • Artificial Intelligence
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Cash and Short-Term Funds
        • Closed End Funds
        • Commodities
        • Corporate Credit
        • COVID-19: Coronavirus Coverage
        • Cryptocurrencies
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Emerging Markets
        • Energy
        • ESG
        • Estate Planning
        • Evergreen
        • Exchange-Traded Products
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Fixed Income
        • Global Markets
        • Healthcare
        • High-Yield Bonds
        • Income
        • Inflation
        • Insurance & Annuities
        • Large Cap Growth
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Private Credit
        • Private Equity
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Risk Management
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Loss Harvesting
        • Tax Planning
        • Volatility/Downside Protection
        • Women & Planning
    • CONTENT HUBS
      • Smart Beta Content Hub
      • Energy Infrastructure Content Hub
      • Free Cash Flow Content Hub
      • Artificial Intelligence Content Hub
      • CoinShares Content Hub
      • Nuclear Energy Content Hub
    • Webcasts & CE Center
      • Virtual Events
      • CE Center
    • Podcasts & Videos
      • Gaining Perspectives Podcast
      • ETF of the Week Podcast
      • ETF Prime Podcast
      • All Podcasts
      • Videos
    • Firms
      • Browse All
    • Subscribe to Newsletter
    • AP Premium Membership
    • Advertise
    • Guest Submissions
    • About Us
    • Contact Us
    • Exchange
    • Insights & Education
      • Articles
      • AP Charts
        • Buffett Indicator
        • Margin Debt
        • Market Valuation
        • S&P Snapshot
        • Household Incomes
      • Commentaries
      • White Papers
      • Market Outlook
    • Topics
      • Browse All
      • Featured Topics
        • ETF
        • Financial Advisor Transition
        • Innovative ETFs
        • Municipal Bonds
        • Nuclear Energy
        • Wealth Management
      • Other Topics
        • 529/College Planning
        • Active Fixed Income
        • Active Management
        • Alternative Investments
        • Artificial Intelligence
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Cash and Short-Term Funds
        • Closed End Funds
        • Commodities
        • Corporate Credit
        • COVID-19: Coronavirus Coverage
        • Cryptocurrencies
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Emerging Markets
        • Energy
        • ESG
        • Estate Planning
        • Evergreen
        • Exchange-Traded Products
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Fixed Income
        • Global Markets
        • Healthcare
        • High-Yield Bonds
        • Income
        • Inflation
        • Insurance & Annuities
        • Large Cap Growth
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Private Credit
        • Private Equity
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Risk Management
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Loss Harvesting
        • Tax Planning
        • Volatility/Downside Protection
        • Women & Planning
    • CONTENT HUBS
      • Smart Beta Content Hub
      • Energy Infrastructure Content Hub
      • Free Cash Flow Content Hub
      • Artificial Intelligence Content Hub
      • CoinShares Content Hub
      • Nuclear Energy Content Hub
    • Webcasts & CE Center
      • Virtual Events
      • CE Center
    • Podcasts & Videos
      • Gaining Perspectives Podcast
      • ETF of the Week Podcast
      • ETF Prime Podcast
      • All Podcasts
      • Videos
    Subscribe to newsletter Log In
    Advanced Search
    Sara Grillo Logo

    Sara Grillo

    From Sara Grillo...

    When I was a financial advisor for many years, I found that there was so much bad financial advisor marketing. That the industry was riddled with cliches and when I tried to express myself, I didn't get very far and I was constantly frustrated. I established this podcast to help financial advisors as I am a talented writer and a talented communicator. Listen to this podcast to figure out how to improve your social media, website, and ability to drive leads online. I have such a gift to give to you and it is the gift of improved communication for financial advisors.

    To subscribe to this podcast

    Listen on Apple Podcasts

    Stitcher

    April 17, 2019

    Hail, Mighty Amazon!

    Featuring: Sara Grillo

    March 6, 2019

    Running Around With Your Hair on Fire Is Not Attractive in a Financial Planner

    March 6, 2019

    Choosing a Web Platform that Rocks your Financial Advisor Firm

    March 5, 2019

    Technology Singularity and the Client Experience – with Ron Carson

    February 8, 2019

    Swag like Swedroe: Communication Tips from an Investment Thought Leader

    January 24, 2019

    Is the Future of Advisor Software Free? With David Lyon of Oranj

    January 16, 2019

    Using Your CFA Designation to Power Your Private Wealth Practice

    January 14, 2019

    What's Risk Got to do With It? With Aaron Klein of Riskalyze

    December 17, 2018

    Much Ado about Blogging – with Michael Kitces

    December 12, 2018

    The Cool Way to Talk About Insurance with Barry Flagg

    December 12, 2018

    How to Not Screw Up Your Website with Dan Solin

    December 12, 2018

    Gameshow [Extremely Humorous]

    December 12, 2018

    Does My Website Really Look Like That?

    December 12, 2018

    How to Charge Your Client a Flat Fee Without Making Anyone Unhappy

    December 12, 2018

    How to Talk to CPAs So They Will Like You

    December 12, 2018

    Don’t Forget About Generation X!

    December 12, 2018

    Is 1% Dead and Gone? With Scott MacKillop

    December 8, 2018

    How to Leverage Your Charisma with Kim Seltzer

    Upcoming Virtual Events View All

    October 06, 2026 at 02:00 PM EDT - 1.0 CE credit
    Navigating a Changing Rate Environment
    ProShares
    October 07, 2026 at 12:30 PM EDT
    Building Resilient Portfolios with Real Assets
    SS&C ALPS Advisors
    October 08, 2026 at 11:00 AM EDT - 1.0 CE credit
    Robots at Work: What Warehouse Automation Reveals About the Next Investable Wave
    ROBO Global
    October 09, 2026 at 02:00 PM EDT - 1.0 CE credit
    Market Concentration and What it Means for Cap-Weighted Indices
    RAFI Indices
    October 13, 2026 at 03:00 PM EDT - 1.0 CE credit
    Beyond AI: What's Really Driving Nuclear's Momentum This Year
    Range Fund Holdings
    October 14, 2026 at 02:00 PM EDT - 1.0 CE credit
    Active ETFs are capturing investor attention - here’s why
    Fidelity Investments
    October 16, 2026 at 02:00 PM EDT - 1.0 CE credit
    Accessing the peptide economy
    REX Shares
    October 21, 2026 at 02:00 PM EDT - 1.0 CE credit
    Rethinking the Traditional 60/40 with Buffer ETFs
    Innovator ETFs
    October 23, 2026 at 02:00 PM EDT - 1.0 CE credit
    Mid Caps: An Overlooked Source of Growth Potential
    Alger
    October 28, 2026 at 02:00 PM EDT - 1.0 CE credit
    Mining’s new math: Power, compute, and sustainability
    CoinShares
    October 29, 2026 at 02:00 PM EDT - 1.0 CE credit
    Rethinking Quality: What Free Cash Flow Can Reveal Across the Style Box
    Victory Capital
    November 04, 2026 at 02:00 PM EST - 1.0 CE credit
    Navigate the Evolving Landscape of Options-Based Income ETFs
    NEOS Investments
    November 05, 2026 at 12:30 PM EST
    Uncovering High-Conviction Mid Cap Opportunities
    Alger
    November 12, 2026 at 11:00 AM EST - 1.0 CE credit
    2027 Market Outlook Symposium
    VettaFi