Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Working well with other professionals is critical to helping your clients and growing your financial advisory practice. But how can you earn the trust and respect of specialists in other fields? Today’s guest will give you practical advice for working effectively with both your clients and other professionals for the benefit of everyone involved. Jamie Robb is the Principal and Senior Wealth Advisor at FIDUCIA Wealth Management. Since he began his career in 1999, Jamie has worked with Canadian business owners and families to help them successfully manage their wealth. He’s also an expert at working with other professionals and acting as the cohesive force that brings their knowledge together to help his clients achieve their vision of financial success. Listen in to the episode to hear how Jamie manages relationships with clients and other professionals, how he helps his clients decide what financial success means for them in the first place, and how he managed to build a successful business as an