Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jamie advocates delivering personalized, high-value services, creating a unique selling proposition that addresses clients’ distinct needs. Additionally, Jamie emphasizes the critical role of client experience and how to set a tone for client-centric engagement. She explores the significance of communication during client meetings and that connected clients are less likely to leave. Jamie also underscores the importance of expressing gratitude for referrals and the role of your reputation.

Recommended Podcast

The Philosophy of Financial Planning with Peter Tiboris [Episode 319]

Your business plan was one of the best.

See More

Encore Episode: Why Advisors Lose Clients

Understanding underlying client questions.

See More

How to Get More Clients This Summer [Episode 318]

Maintaining Momentum in Client Acquisition

See More

Contact Us