Encore Episode: How to Connect with Clients to Keep Them Happy and Attract More Like Them

Jackie Mazur stepped into financial services using an educational approach that has continued to serve her throughout her career and guide her team. A pioneer in flat-rate financial planning, Jackie built her firm, Guide My Finances, to be an accessible resource for her community. On top of that, she’s the founder of the Financial Behavior Institute, helping financial advisors identify the nuances around financial beliefs and building relationships that align. 

Tune in as we revisit our insightful chat with Jackie about building connections by helping clients identify their needs, recognizing clients’ various personality types to provide better customer service, trading quotas for goals for your financial advisors, and more.