About this episode

The episode explores the client service model of a successful financial advisory practice and how it balances growth with strong client relationships.

What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I’m sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she’s used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her ...

People in this episode

Host: Libby Greiwe

Guest: Emily Rassam

Topics covered

• client service model
• financial advisory
• behavioral finance
• client experience
• team structure

Keywords

• financial planning
• advisory firm
• client relationships
• workflows
• prospect conversations

Mentioned in this episode

Organizations: The Efficient Advisor

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