How do you deliver exceptional service to high-net-worth clients without burning out? In this episode, Shannon Paul, Chief Operating Officer at Axiom Wealth Management, reveals the mindset, boundaries, and strategy it takes to serve at the highest levels -  without losing your sense of self in the process.

With over 15 years of experience, Shannon shares what it really takes to thrive in wealth management, especially in the ultra-affluent space. She opens up about her journey from South Africa’s private banking world to leading a U.S.-based advisory team, and the intentional choices that have fueled her long-term success.

You’ll learn:

• Why mindset matters more than pedigree when serving high-net-worth clients

• The hidden dangers of “over-servicing” and how to avoid them

• How to build relational equity that withstands market downturns

• Why assumptions can destroy client trust — and how to lead with curiosity instead

• How to scale service excellence through team support and systems

• The power of saying “no” and setting boundaries early in your career

Whether you’re an advisor looking to break into the high-net-worth space, or a seasoned professional seeking sustainability, this conversation will challenge your thinking and offer deeply practical advice to enhance your practice..

🧠 Key Takeaways:

• You don’t have to “earn” the right to be in the room -  your value comes from how you serve, not your background.

• Not every advisor is suited for ultra-high-net-worth clients  -  and that’s okay. Find your niche and honor it.

• Over-servicing kills scalability -  boundaries protect both you and your clients.

• Build a team that shares your service standard -  excellence shouldn’t fall on one person alone.

• Assumptions erode trust -  clarity comes from asking questions, not guessing.

• Relational equity pays off during hard times -  invest in the relationship, not just the transaction.

• A growth mindset is key -  be willing to become an expert in what you don’t yet know.

🔗 Connect with Shannon Paul & Axiom Wealth:

• 🌐 Website: axiom.nm.com

• 📱 LinkedIn: Follow Axiom Wealth

• 📸 Instagram & Facebook: @axiomwealthnm

• 🎥 Webinars: Reach out via any platform for invites

🔗 Connect with Nina Cooke:

✍️Want to know what’s stopping you from making more money? Take the Millionaire Mindset Mastery Scorecard here.

👉 Feeling stuck? Do you want more, but don't know how to achieve it? Schedule a call now

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