WEBINAR: Creating a Professional Online Brand with Impact-Tips for Serious Financial Professionals
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When: Tuesday, April 30, 2019
9:00 am - 9:30 am PST
Where: Webinar
United States

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Creating a Professional Online Brand with Impact - Tips for Serious Financial Professionals

In Collaboration with CFA Society New Mexico & CFA Society Colorado

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, Marketing Consultant, Sara Grillo

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.


Details & Registration 

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