Season 2 Episode 1 - Why Transparent Financial Advice Matters with Sara Grillo

In the Season 2 premiere of Smart Money Conversations, host Brett Croft sits down with Sara Grillo, CFA—financial advisor marketing consultant and founder of the Transparent Advisor Movement—to discuss her unconventional career path, her advocacy for advice-only and flat-fee financial planning, and how transparency and ethical alignment are reshaping the advisory industry.

The conversation blends personal history, industry critique, and practical guidance for both advisors and clients navigating today’s evolving financial landscape.

Find Sara here: www.saragrillo.com

Ask us a question: [e-mail]

Website: www.brettcroft.com