Aug 28, 2026

Ep 61 Insane Client Posse

Chael catches Jason off guard. Jason lectures too much. Longest episode ever.

https://www.linkedin.com/feed/update/urn:li:activity:7491436573847285761?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A7491436573847285761%2C7491478375031742464%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287491478375031742464%2Curn%3Ali%3Aactivity%3A7491436573847285761%29

https://www.kitces.com/blog/client-acquisition-cost-financial-advisor-marketing-efficiency-lifetime-client-value-lead-generation-satisfaction/

Comment (1)

Jeremiah Renner EPC, FIC, CFP

26 days ago

I think it is important for people understand and remember that banks are businesses. a lot of money and time is spent by banks to attract & enhance revenue. the practices will shift back and forth between client attraction and client retention rather than value based propositions for clients.