AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Perfect RIA
Mindset Mastery: Overcoming Barriers to Charging Premium Fees
Sep 5, 2024
Jamie Shilanski, a financial advisor expert, tackles the common mindset barriers that hold advisors back from maximizing their service offerings. He explores the concept of 'head trash' and how it fuels self-doubt in charging premium fees. Jamie breaks down the advisor journey into three stages—Growth, Freedom, and Empire—each presenting unique challenges. He emphasizes the importance of delivering exceptional client experiences as a powerful marketing strategy, helping advisors overcome their fears and enhance their value perception in client relationships.
37:43
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Self-doubt significantly impedes financial advisors from charging premium fees and marketing their services effectively.
- Exceptional client experiences are crucial for referrals and career growth, highlighting the need for strong communication and relationship-building skills.
Deep dives
Overcoming Self-Doubt
Self-doubt is identified as a significant barrier to achieving success in the financial advisory profession. Many advisors struggle with the belief that they are not delivering enough value to justify their fees, which can hinder their marketing efforts and ultimately their career growth. Recognizing this head trash is crucial, as it often leads to missed opportunities in client acquisition and retention. By addressing and overcoming self-doubt, advisors can better position themselves to effectively market their services and grow their practices.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode