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Creating a Personal Online Brand with Impact: Marketing Tips for Serious Financial Professionals

April 30, 2019
10:00 AM - 12:00 PM


A collaborative event between 


In this webinar, listeners will learn how to:
- Create an online brand that is compelling and targeted without being too “salesy”
- Ask for an online introduction or referral without socially assaulting people - read here about cool ways to get online referrals
- Monetize your practice in new ways that are more scalable and allow you to build your pipeline faster
- Communicate in a way that is more relatable, fun, and human

This session will feature live examples, real life demonstrations of LinkedIn messaging tactics, and include a focus on interaction with listeners through various skill building exercises.

Sara Grillo, CFA 

Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in quantitative finance.


$10.00 RSVP