Financial Advisor Success Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand with Jamie Bosse
Jun 8, 2021
Jamie Bosse, a financial planner from Aspyre Wealth Partners and author of the Money Boss Mom series, shares her journey in combining financial literacy with children's literature. She discusses the challenges of self-publishing and the revenue dynamics with Amazon. The conversation also explores innovative client engagement strategies, the importance of adapting to younger clients, and the balance between work and family life. Jamie's insights on teaching kids about budgeting, using relatable characters, bring a fresh perspective to financial education for families.
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Flexible Fee Models For Clients
- Charge separate ongoing fees for financial planning and asset management to properly value each service.
- Use hourly fees or subscription models for younger clients with less assets or sporadic needs.
Adapt Meetings To Clients
- Adapt your client meeting structure to fit client needs rather than forcing clients into rigid schedules.
- Consider mixing meeting cycles for new and existing clients to provide flexibility.
Use Associates For Meeting Prep
- Prepare client net worth statements and other meeting materials ahead to streamline planning meetings.
- Use associates to collect and update client data for more efficient meeting prep.
