Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what sets you apart from others in your field. Understanding your target audience and solving their problems is crucial for success. Jamie talks about how to create conversation points that help others filter themselves and to develop a unique selling proposition and why you need to deliver a clear and concise message that sparks curiosity while illustrating the benefits of your services.

Recommended Podcast

Encore Episode: How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

See More

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

See More

Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

elements that can make or break a potential sale

See More

Contact Us