Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire client relationship.

Recommended Podcast

A Trust Will Solve All My Problems… [Episode 294]

Navigating estate planning with your clients.

See More

Beyond the Numbers: The Human Side of Retiring

Helping clients understand their purpose in retirement.

See More

The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

Supporting clients beyond financial aspects.

See More

Contact Us