Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #85 – Growing Your Practice using Behavioral Finance and a Community of Advocates with Pamela Sams, BFA™, CRPC®, MBA
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Your clients want to be Swans, not Ugly Ducklings. Keep reading. 🦢
In this episode, Referral Coach Bill Cates interviews Pamela Sams, founder of Jackson Sams Wealth Strategies. Pamela and Bill delve into Pam’s unique approach to client growth, which she symbolizes through the concept of SWANS — helping clients transform from financial “ugly ducklings” into confident, empowered individuals. 🦢
Pam also discusses the importance of understanding behavioral finance, sharing her expertise in helping clients overcome psychological barriers to financial success.
Discover how Pamela has harnessed the powerful combination of a clear mission and specific target market to build a thriving community of advocates.
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3 Key Takeaways from Bill & Pam’s Discussion:
- Community Building with a Unique Twist:
Pam has successfully created a community around the concept of “swans,” representing clients who can “sleep well at night.” This innovative branding strategy not only creates a supportive community but also helps in attracting like-minded clients who share similar financial goals. - Behavioral Finance Advising:
By focusing on the psychological aspects of financial planning, Pam helps her clients understand their money blocks and navigate them effectively. This approach has empowered her clients to make better financial decisions with confidence. - Harnessing the Power of Media:
Pam’s appearances in media outlets and magazines like Affluence have helped solidify her credibility and expand her reach, demonstrating the importance of visibility in building a professional brand.
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Bill & Pam also cover:
- (04:52) The inspiration and significance behind the SWAN story
- (06:08) The process of building a community of advocates
- (10:11) How behavioral finance benefits her clients
- (25:55) How Pam uses tools like Unlock Your Money Blocks and leveraging media for business growth
- …And more!
Resources:
Sponsors:
- SHOW SPONSOR: ProudMouth
- EPISODE SPONSOR: IronClad Family | Holistic Advisor Guide
- EPISODE SPONSOR: Harbor Capital Advisors | LinkedIn: Harbor Capital Advisors
Connect With Pamela Sams:
Connect With Bill Cates:
About Our Guest
For 19 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. Pamela believes it is important to align your money decisions with what’s important in your life. She knows how to listen, engage in meaningful conversations with her clients to gain a better understanding of what is important to them, their goals and values. Pamela believes that financial planning is about a woman’s values not just their money.
Her education and training enable her to help clients successfully navigate through the myriad of personal and financial decisions they face during their lives. She assists them in working to attain a higher level of financial security through education, understanding and scenario planning. With this knowledge, she develops a customized approach for each client’s planning needs.
Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.
Throughout her financial services career, she has acquired several client service and financial planning awards. She has membership in the Million Dollar Roundtable (MDRT). Membership in MDRT is a highly recognized mark of excellence and limited to only the most successful in the financial services profession. This places Pamela among the top professionals in the global life insurance and financial services industry. Pamela was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area.
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
