The Perfect RIA

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth


Listen Later

In this week's recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering transformational growth and delivering exceptional value in today's evolving advisory landscape. Dan introduces the intriguing concept of the "experience economy" and offers practical strategies for strengthening client relationships in an era increasingly influenced by AI and automation.

The episode then shifts to Jamie's discussion on the various stages of an advisor's career path - from Growth to Freedom to Empire. Jamie provides thoughtful advice on overcoming self-doubt, confidently communicating your worth, and consistently providing value to clients. She highlights the significance of regular self-assessment, effective communication, and maintaining confidence in your unique value proposition.

Resources in today's episode:

- Episode Website - Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] - Mindset Mastery: Overcoming Barriers to Charging Premium Fees

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

458 ratings


More shows like The Perfect RIA

View all
Behind The Advisor by XYPN

Behind The Advisor

137 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

285 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

678 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,028 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,111 Listeners

The Long View by Morningstar

The Long View

917 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

242 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

128 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

48 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners