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Saturday, August 8, 2020
Home Authors Posts by Sara Grillo

Sara Grillo

I am a marketing consultant who helps financial professionals fight the tendency to barf meaningless cliché on their prospects. Prior to launching my own firm, I was a financial advisor and worked at Lehman Brothers in equity research. I collected a bunch of credentials (Harvard, NYU, CFA® designation) that look good on paper but have questionable relevance. I have a fabulous YouTube channel and podcast that you will love as well. Thanks for visiting me and enjoy!