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The Successful Adviser by James McCracken

The Successful Adviser is a podcast created for the mortgage and finance professionals who wants to become the preeminent advisor to their clients. James McCracken interviews some of the most successful advisors, influencers and suppliers in the mortgage and finance industry to share expert insights and real-life stories so you can achieve your goals and enjoy more success in your business.
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The Successful Adviser by James McCracken
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Now displaying: Page 1
Mar 12, 2021

Straight up, that headline is definitely correct, though it’s one of a few titles Sarah Wells uses to describe how she delivers service.

With a large portion of her clientele being medical professionals, Sarah has become their trusted advisor to give them the clarity, advice and confidence to achieve their goals. 

 

Or, as Sarah calls them, to get the Unicorn or at the Zebra.

 

Moreover, in the conversation with Sarah, topics we touch on include:

 

  • How she frames up a consultation to put her clients completely at ease
  • Fee for service and value-based-pricing
  • Strategies to capitalise on a niche 
  • And the 2% rule around how to help a client expand what they think is possible for them to achieve

 

If you would like to reach out and continue the conversation with Sarah, you can email her, call on on 0411 725 525, or connect on LinkedIn



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