IDFA Online Learning
Practice Management: Social Media Marketing How to Not Sound Like a Washing Machine Salesperson on LinkedIn
Recorded On: 07/06/2021
-
Register
- Non-member - Free!
- Member - Free!
Sara Grillo, CFA, is a marketing consultant who helps investment management, financial planning, and RIA firms fight the tendency to barf meaningless cliché on their prospects and bore them as a result. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers.
Sara Grillo
CFA
Sara Grillo, CFA, is a marketing consultant who helps investment management, financial planning, and RIA firms fight the tendency to barf meaningless cliché on their prospects and bore them as a result. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers.