Why Advisors Shouldn’t Write Economic Commentaries
|This episode was sponsored by|
About the Episode
My guest today, Sara Grillo, has written that she would rather piece her own ears than read another economic commentary written by a financial advisor. That is the question we are going to explore today. For sure, your clients are interested in understanding the key trends and developments in the economy, particularly as it pertains to their investments. But should you, as advisors, be writing those commentaries?
About our Guest
Sara Grillo is a CFA charterholder and a marketing consultant who helps investment management, financial planning, and RIA firms fight the tendency to scatter meaningless clichés on their prospects and bore them as a result. Prior to launching her own/ firm, she was a financial advisor and worked at Lehman Brothers. She is also one of the most widely read authors on Advisor Perspectives and a valuable contributor to our on-line community, APViewpoint.