"I want to connect with other financial advisors for networking purposes but have heard stories of competitors stealing your clients on LinkedIn."

Question from a subscriber: "I want to connect with other financial advisors for networking purposes but have heard stories of competitors stealing your clients on LinkedIn."

Long shot, but possible.

Take these actions TODAY:

• If you're really that worried, adjust your LinkedIn settings and make your Connections private.

• People are less likely to rip off someone they like. If you make a sincere effort to fraternize with them, they probably won't try to pull a fast one on you. Try saying this, "I wanted to connect with you because I think we could help each other by sharing knowledge and experiences for the good of our clients."

Yeah?

Yaaaaah.

BOOM - there you go, today's marketing tip for ya!

-Sara G

• I am an outsourced CMO for companies who need regular, full service marketing - blogging, social media posts, newsletters, etc.

• The ideal client for my CMO services:

• Multi advisor firm with 4-10 full time advisors

• Has a long-term growth mindset spanning the next 30+ years

• Charges fee-only for the majority of clients

• Positive company culture

• Positive mental attitude

• Can invest 1-2 hours a week communicating with me, obtaining compliance approvals, or responding to my requests for guidance

• Values transparency, fairness, and clarity

• Strong operational controls and team communications

• There is a description of what I deliver on this Services page, but the scope is usually customized to each client, and it tends to change a bit over time.

• The price is $3,500 a month but it can be lower if your scope of work is less extensive.

• If price is an obstacle, let's talk anyways because we may be able to work it out. If not, no big deal.

If you want to talk about being a client of my CMO services, please email [email protected].

WORK WITH ME

If you are finding this newsletter valuable, please feel free to support its production by making a $20 contribution via this PayPal link or via Zelle to [email protected].

-Sara G

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Disclaimers

All characters in this article are fictional in nature. Any similarity to individuals, living or dead, is entirely coincidental.

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

Nothing in this communication can be construed as legal or compliance advice. For advice about complying with your company’s regulations regarding marketing-related activity, please consult your legal or compliance officer.

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. 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.