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Why Advisors Lose Clients
Manage episode 431762515 series 2482489
In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility can negatively impact client satisfaction.
The episode goes beyond simple dos and don'ts. Jamie dives into the importance of meaningful communication and challenges advisors to go beyond surface-level interactions, emphasizing that genuine connection comes from addressing the heart of clients' questions and worries.
740 episoder
Manage episode 431762515 series 2482489
In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility can negatively impact client satisfaction.
The episode goes beyond simple dos and don'ts. Jamie dives into the importance of meaningful communication and challenges advisors to go beyond surface-level interactions, emphasizing that genuine connection comes from addressing the heart of clients' questions and worries.
740 episoder
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