You’ll hear from:

Simon D. Lister, Dip PFS

Jamie McIntyre, CFP

Episode breakdown:

0:29 – Being driven to discuss your value proposition in more detail

2:16 – Successfully moving to a practice without commissions

5:21 – Why charging fees leads to more understanding and more referrals

8:50 – Creating deeper relationships with clients who feel you’re in the journey with them

11:57 – How to tell when a client relationship has strengthened

16:04 – When regulations foster regular clarity, connection, and accountability

18:29 – Applying insights from other countries’ regulations