Hail, Mighty Amazon!
Here we are in the age of Amazon where the customer experience is king. Will the tech giants be the next big players? Or does brick and mortar still have an appeal?
Listen to hear more about what being competitive means in the digital age of financial advice. You’ll also hear all about Ric Edelman’s fantastic sock collection!
Running Around With Your Hair on Fire Is Not Attractive in a Financial Planner
It’s clear that with roboadvisors and automation, people expect more if they are paying you more. With investment management fees going to zero faster than the speed of light, financial planning is where it’s at.
Choosing a Web Platform that Rocks your Financial Advisor Firm
So you’ve decided it’s about time to give your website an overhaul. Or maybe you broke off and went independent, and now you need to set up a site for your new firm. Do you use a template? Do you get a developer and custom design your own site?
Technology Singularity and the Client Experience – with Ron Carson
If you look at the difference between success and failure, many times it has to do with what we choose to spend our time on. It is that simple. So I’m excited to have a very special guest on the show to discuss my favorite topic: avoiding distraction. ...
Swag like Swedroe: Communication Tips from an Investment Thought Leader
What can I say, he’s got swag. And here’s what you can learn from him if you are an investment professional looking to stop being part of the noise that gets ignored.
I was honored to have one of the “greats” in the investment world on my show this episode. We welcome Larry Swedroe, a widely recognize investment thought leader and the director of research for The BAM Alliance, a community of more than 140 independent registered investment advisors throughout the country.
Is the Future of Advisor Software Free? With David Lyon of Oranj
While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. Today I’m talking to David Lyon, Founder and CEO of Oranj, about how this model may just be the future of financial advisor software.
Using Your CFA Designation to Power Your Private Wealth Practice
Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available to them to develop their wealth management practices.
What's Risk Got to do With It? With Aaron Klein of Riskalyze
I felt it was important to have a discussion about risk because over and over again in my interviews with my advisor clients, client misunderstanding of risk keeps coming up as the #1 reason that advisors lose clients. Or, that a problem with the client’s understanding of risk creates so much tension that it puts the relationship in turmoil.
Much Ado about Blogging – with Michael Kitces
Blogging is a valuable tool for financial advisors embracing the digital age, and there has been much ado about it. Yet it is rare for a blog to reach the point where it is driving significant business growth. This podcast, featuring special guest Michael Kitces, will start with the fundamentals of blogging and move into a discussion of the more sophisticated techniques that can help improve results.
The Cool Way to Talk About Insurance with Barry Flagg
How do you talk about life insurance and sound cool? It’s really harder to do than you would think.
Any mention of insurance is typically enough to make clients want to run the other way. In this episode of the Sara Grillo podcast, we are joined by Barry Flagg, CFP®, CLU, ChFC, GFS.
How to Not Screw Up Your Website with Dan Solin
Advisors are notoriously wasting money on their websites. If your website is failing to generate leads for you, it is because the content is not jiving psychologically with prospects.
Gameshow [Extremely Humorous]
Does My Website Really Look Like That?
Let’s be real. Sometimes stock photos can be so tacky. Are your photos projecting the wrong image on your website?
How to Charge Your Client a Flat Fee Without Making Anyone Unhappy
The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put this into place in your practice.
How to Talk to CPAs So They Will Like You
CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk to CPAs to come across as a robust resource, an indispensable resource to their business, rather than a PowerPoint pushing nuisance.