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

The Perfect RIA

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11d ago 8:02

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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

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