Articles by Sara
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"On my last email newsletter, I noticed several people unsubscribed. Should I contact them and ask why they left?"
"On my last email newsletter, I noticed several people unsubscribed. Should I contact them and ask why they left?"
By Sara Grillo, CFA
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"I feel like I'm imposing on my clients to ask them for a testimonial. Plus what if they say something bad about me?"
"I feel like I'm imposing on my clients to ask them for a testimonial. Plus what if they say something bad about me?"
By Sara Grillo, CFA
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"We spend so much time helping others, our own mental health can be overlooked, especially when markets are down and clients are beating you up."
"We spend so much time helping others, our own mental health can be overlooked, especially when markets are down and clients are beating you up."
By Sara Grillo, CFA
Activity
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Fidelity: "The Boston investing colossus with $14.1 trillion in mostly boomer and older assets, reported 776,000 social media interactions in…
Fidelity: "The Boston investing colossus with $14.1 trillion in mostly boomer and older assets, reported 776,000 social media interactions in…
Liked by Sara Grillo, CFA
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I have gotten such an overwhelming response on my post about having two kids with ADHD. I just want to say again I am praying for any family that is…
I have gotten such an overwhelming response on my post about having two kids with ADHD. I just want to say again I am praying for any family that is…
Posted by Sara Grillo, CFA
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FTX was #money laundering. Banks themselves, as well as WL insurance, have been used to hide money. In this #crypto debate, we discuss whether the…
FTX was #money laundering. Banks themselves, as well as WL insurance, have been used to hide money. In this #crypto debate, we discuss whether the…
Shared by Sara Grillo, CFA
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Education
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Spanish
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Recommendations received
43 people have recommended Sara
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Thanks Sara Grillo, CFA for once again hosting a lively debate about crypto (and why it's worthless in my opinion) on your podcast. James Giles…
Thanks Sara Grillo, CFA for once again hosting a lively debate about crypto (and why it's worthless in my opinion) on your podcast. James Giles…
Liked by Sara Grillo, CFA
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This month marks the official 8 years for Critical Path Engineering Solutions, PLLC. This weekend friends and family got together to celebrate.…
This month marks the official 8 years for Critical Path Engineering Solutions, PLLC. This weekend friends and family got together to celebrate.…
Liked by Sara Grillo, CFA
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