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.
We are the Digital Marketing Department for financial advisors that want to use the Internet to accelerate the growth of their firms. We provide a turnkey solution that includes a custom lead generation website and online services that produce Internet traffic to the website. Financial advisors have access to a team of digital marketing specialists for a fixed monthly fee that is less than they would pay for a part time employee.