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

Encore Episode: How Surge Works For New Relationships And Clients.

How to manage expectations and communicate the value of surge to new clients.

See More

The Power of Relationships in Wealth Management with Scott Danner [Episode 320]

Money is a tool to be used.

See More

Encore Episode: The Right Size Financial Plan

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.

See More

Contact Us