If you believe in furthering the ideals of clarity, humility, logic, and fairness and client advocacy in all aspects of financial advice, please join the Transparent Advisor Movement: https://saragrillo.com/2022/09/17/transparent-advisor-movement/ Our meetups are the 2nd Wednesday of every month ...more

If you believe in furthering the ideals of clarity, humility, logic, and fairness and client advocacy in all aspects of financial advice, please join the Transparent Advisor Movement: https://saragrillo.com/2022/09/17/transparent-advisor-movement/ Our meetups are the 2nd Wednesday of every month over Zoom: https://lp.constantcontactpages.com/su/swx7PMx Here on LinkedIn, I post discussions to teach financial advisors how to communicate with transparency, honesty, and integrity - without the usual crap. WARNING: I am highly disapproved of and not for everyone. I am here to learn from you about your experiences and am sure you have plenty to teach me as well. If that sounds good, please feel free to participate in my postings. JOIN my daily email newsletter and receive one practical, actionable marketing tip per day: https://lp.constantcontactpages.com/sl/sZAIghA READ my blog: https://saragrillo.com/blog/ SUBSCRIBE to my podcast: https://saragrillo.com/subscribe-to-podcast/ SUBSCRIBE to my YouTube: https://bit.ly/3909R22. A bit of personal info about me - I am a devout Catholic and a mom of four kids. Disclosures Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use or mention in any of its content, or the success of any program it may mention in any of its content. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. There is no guarantee that any of the information presented herein is accurate. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Nothing in this podcast or blog can be interpreted as an investment recommendation of any type, or an endorsement of any particular person or their services. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. Any similarities to persons deceased or alive are entirely coincidental.less