The Perfect RIA Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees
Oct 3, 2025
Explore the mental barriers that prevent advisors from recognizing their true value. Jamie highlights the importance of exceptional client experiences as a marketing strategy. Discover the three critical stages of an advisor's career and the challenges faced at each level. Dive into how to effectively communicate your unique value and engage clients meaningfully. Plus, practical tips on structuring meetings, justifying fees, and overcoming self-doubt will empower you to own your worth.
AI Snips
Chapters
Transcript
Episode notes
Marketing Is Client Experience
- Marketing equals both promotional outreach and delivering exceptional client experiences that drive referrals.
- Treat every client meeting as a marketing moment to generate word-of-mouth growth.
Plan Value-Adds Backwards
- Start value-adds small and plan from the end result before executing them.
- Build systems and gather data in your CRM before attempting complex value-add projects.
Three Career Stages And Priorities
- Career stages shape priorities: Growth focuses on marketing, Freedom on delegation, Empire on scaling and training others.
- Each stage requires different systems, vocabulary, and processes to scale effectively.