Sara Grillo

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Everything Sara personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.

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Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo

May 12 · 2 recs

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JP Morgan mentions other

Mentioned in 1 episode

"I worked at Lehman Brothers, I worked at JP Morgan, I worked at Merrill Lynch"

From: Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo • ▶ 1:25:34 • May 12, 2026

Harvard mentions place

Mentioned in 1 episode

"I did my CFA program, I went to Harvard, I went to NYU"

From: Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo • ▶ 1:25:40 • May 12, 2026

Merrill Lynch mentions other

Mentioned in 1 episode

"I worked at Lehman Brothers, I worked at JP Morgan, I worked at Merrill Lynch"

From: Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo • ▶ 1:25:35 • May 12, 2026

529 account mentions other

Mentioned in 1 episode

"Well, you know, typically when people are saving for college, they use a 529 account, but here's where I think"

From: Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo • ▶ 1:27:36 • May 12, 2026

CFA Program mentions other

Mentioned in 1 episode

"I did my CFA program, I went to Harvard, I went to NYU"

From: Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo • ▶ 1:25:38 • May 12, 2026

2 recommended · 0 sponsored · 0 warned against · 0 episodes