Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering individuals who sought to extract valuable information without any intention of becoming clients, referring to them as “brain suckers,” they realized that their negative attitude towards these meetings was counterproductive. People approached them seeking information, which prompted a change in approach to charging for prospect appointments. No matter what, your primary focus should always be on delivering as much value as possible during these meetings.

Recommended Podcast

Why Every Advisor Needs to Create Content [Episode 348]

Start where you stand

See More

The Ethics of Business Transitions With Brian Hanks

Happiness comes after the discipline

See More

The Best Fee Script Ever [Episode 347]

Price out of place kills the deal

See More

Contact Us