Financial advising with a

EP 98 | Building Human Connections for Client Attraction and Retention with Jamie Sarah

07.20.22 | 0 Market Scale

Jaimie Sarah is an award-winning executive coach, marketing consultant, and the Founder of Definitely Definitely, a coaching and consulting company that helps smart, talented, service-based experts attract and retain high-caliber clients with integrity. Before founding Definitely Definitely, Jaimie served for over a decade in the marketing industry, working with companies such as Thomson Reuters, SAP, and Satelliet-UK. As a coach and consultant, Jaimie uses the Aligned Business Blueprint, a proprietary blend of executive coaching and marketing consulting that helps clients transform their lives, messaging, and offers. 

Jaimie joins us today to discuss how being a good human impacts client attraction and retention. She discusses content creation strategies for financial advisors and the power of consistency. She explains how having a solid onboarding process can help retain clients and offers advice on asking for client referrals. Jaimie also discusses how connection and trust can aid in asking for client introductions and highlights what it takes to create ideal marketing content for a business. 

“When people feel a heart connection with you—that you care about them on a human, heart-to-heart level—it’s rare for them to leave.” – Jaimie Sarah 

This week on The Model FA Podcast: 

        What inspired Jaimie to become a coach after more than a decade in the corporate world

        The best ways to get attention from prospective clients

        How long it takes for content creation to yield new clients

        The impact of consistently creating content for marketing

        Creating content around frequently asked questions

        How financial advisors can improve their client retention strategy

        The anchoring effect and mixing the “fluffy” with the “analytical” in the discovery process for prospects

        Depositing in client relationships and strategies for asking for referrals

        How connection and trust can aid in requesting client introductions

        The distinction between emailing and showing up online

 

Resources Mentioned: 

        Book: Crushing It!: How Great Entrepreneurs Build Their Business and Influence–and How You Can, Too by Gary Vaynerchuk

        Book: The Power of Habit: Why We Do What We Do in Life and Business by Charles Duhigg

        Book: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear

        How to Create 64 Pieces of Content in a Day

 

Our Favorite Quotes: 

        “Creating a video, a blog, an infographic makes people aware of who you are and what you do at scale; it humanizes you, helping you build relationships.” – David DeCelle

        “You need to go above and beyond expectations while magnifying, elevating, and expanding yourself through content creation.” – David DeCelle

        “Marketing isn’t about how you get someone in; it’s about the process of creating customer value. It’s not just about the hook.” – Jaimie Sarah

 

Connect with Jaimie Sarah: 

        Jaimie Sarah Website

        Definitely Definitely on LinkedIn

        Jaimie Sarah on LinkedIn

        Jaimie Sarah on Instagram

        Jaimie Sarah on Twitter

 

About the Model FA Podcast 

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 

Our Team:

President of Model FA, David DeCelle 

 

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