
Sign up to save your podcasts
Or
Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jamie advocates delivering personalized, high-value services, creating a unique selling proposition that addresses clients' distinct needs. Additionally, Jamie emphasizes the critical role of client experience and how to set a tone for client-centric engagement. She explores the significance of communication during client meetings and that connected clients are less likely to leave. Jamie also underscores the importance of expressing gratitude for referrals and the role of your reputation. Are You Sticky?
4.8
451451 ratings
Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jamie advocates delivering personalized, high-value services, creating a unique selling proposition that addresses clients' distinct needs. Additionally, Jamie emphasizes the critical role of client experience and how to set a tone for client-centric engagement. She explores the significance of communication during client meetings and that connected clients are less likely to leave. Jamie also underscores the importance of expressing gratitude for referrals and the role of your reputation. Are You Sticky?
3,177 Listeners
188 Listeners
142 Listeners
926 Listeners
273 Listeners
2,003 Listeners
254 Listeners
2,069 Listeners
877 Listeners
239 Listeners
108 Listeners
307 Listeners
121 Listeners
125 Listeners
48 Listeners