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Financial Advisor SuccessAuthor: Michael Kitces
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com. Language: en Genres: Business, Business News, Entrepreneurship, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep 515: Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibility with Sarah Baker
Episode 515
Tuesday, 10 November, 2026
Strong financial planning relationships often come from being willing to meet clients where they are, understand what matters to them, and adapt service around their lives. This episode explores how a more personal approach to client service can both strengthen trust and build client loyalty (leading to more high-net-worth client referrals in the process). Sarah Baker is a senior wealth advisor at Mason Companies, an RIA based in Reston, Virginia, where she manages $260 million in assets for 60 client households. Listen in as Sarah explains how meeting clients in different physical settings and hosting in-person and virtual events has strengthened relationships and how being present for clients during difficult life transitions can create a level of trust and peace of mind that technology alone cannot replicate. Sarah also discusses why she chose to leave two firms following acquisitions, how her approach to negotiating employment agreements has provided her with career flexibility, and why she has remained a salaried employee rather than pursuing revenue-based compensation or partnership, For show notes and more visit: https://www.kitces.com/515
