
Sign up to save your podcasts
Or


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.
https://bit.ly/3Okps1p
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
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.
https://bit.ly/3Okps1p

520 Listeners

193 Listeners

2,355 Listeners

948 Listeners

284 Listeners

798 Listeners

2,036 Listeners

257 Listeners

2,150 Listeners

932 Listeners

242 Listeners

340 Listeners

125 Listeners

138 Listeners

142 Listeners