Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor …

Stop wasting money on fancy “spaghetti tech”. The fintechs just want you financial advisors’ credit cards. Listen to Sara Grillo & Eric Negron on today’s Daily Truth Bomb as they break it all down! In this podcast, you’ll learn: 1)How to ditch the overcomplicated workflows and embrace simple, effective processes. ?? 2)Why free resources like YouTub…

Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for success in building clients relationships that last! You’ll learn: Why kindness is just the beginning for building lasting client relationships. The 5 C’s of success every advisor needs…

Forget the “sizzle” and be real! Listen to this podcast and discover the power of authentic communication in financial advising! You’ll learn: Why shortcuts don’t work and how consistency is key to success. How to prioritize client needs and communicate authentically. The surprising benefits of being yourself and building genuine connections with c…

Stop struggling with content creation! Your clients are giving you gold, but are you missing it? In this podcast you’ll learn how to turn client conversations into engaging content! How to mine valuable nuggets from your client interactions. Real-life examples of transforming client experiences into compelling content. Why listening to your clients…

Are you doing business with the wrong type of client? Join Sara Grillo & Eric Negron and discover how to turn your existing client base into a goldmine of referrals! In this show, you’ll learn: ?How to identify your ideal client and re-engage your current ones. ?The 3 powerful questions to ask that unlock hidden referral opportunities within your e…

Yeah, the title basically says it all. He’s taking the world by storm as an hourly financial planner, not managing any assets but simply giving out powerful financial planning guidance that clients love. Today we’ll hear from Kevin Estes of Scaled Finance as he talks about how he made it work. But first… For those of you who are new to my blog, my …

Is AI taking over financial advice? Not so fast! ? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. In this show, you’ll learn: ?Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How to ditch the complex jargon a…

Join Sara Grillo & Eric Negron and learn how to ditch the “advisor speak”, get past the financial advisor jargon, and win more clients! In this podcast, you’ll discover: ?Why complex language can cost you business and how to communicate clearly instead. ?The powerful secret to explaining financial concepts in a way that everyone can understand (eve…

Hiring your first team member as a financial advisor can be daunting, but we’ve got you covered! Join Eric Negron & Sara Grillo for today’s Truth Bomb as they tackle the challenges of hiring & training in the financial advisor world. In this discussion, you’ll learn: -Two distinct approaches to building your team: “Pay to Play” vs. “Budget-Friendly…