As an advisor, you want to help people. You’re likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at what expense? In today’s episode, Jamie discusses why you need to set expectations and have clear rules that you follow so that you balance helping clients while still focusing on your growth and goals. Giving to others and helping them is important, but there is a point where that charity can be toxic and impact not only the value you’re delivering to clients but your profitability and the client as well.

 

Recommended Podcast

The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

See More

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

See More

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

See More

Contact Us