Episode 01 - Mark Mersman: On the Sales and Marketing Funnel for High Performing Advisors

Episode Summary

In this episode of 16 Ways from Sunday, Mark Mersman interviews Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker.  They dive into conversation on elevator speeches, the two sentence rule, and the effectiveness of social media as it relates to financial advisor marketing.


Show Notes & References


Sara Grillo is a marketing consultant who helps financial advisors fight the tendency to barf meaningless cliché on their prospects. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. In her own words, she has collected a bunch of credentials (Harvard, NYU, CFA® designation) that look good on paper but have questionable relevance.


Special Offer

The Sales & Marketing Funnel for High-Performing Advisors