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Growing a Successful Client-First Advisory Firm with Jaime Cowper
Manage episode 489889101 series 2852587
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In this episode, Tom is joined by Jaime Cowper, CLTC, NSSA®, founder and CEO of Unity Financial Advisors. She shares how she went from a career in banking to building a successful, holistic financial planning firm- and the key moments and strategies that made it possible.
We dive into her client-first approach, how she scaled her team, and why referrals have played a strong role in her business’ success. Jaime also discusses the challenges women face in the traditionally male-dominated financial industry and how mentorship has been a vital part of her journey. Now, she’s paying it forward through customized coaching, offering guidance to next-gen advisors and female professionals navigating this field of work.
Whether you’re just starting out or looking to grow your business with purpose, you’ll want to tune into this conversation with Jaime!
Here’s some of what we discuss in this episode:
💼 How Jaime got into the financial industry + what pushed her to start her own firm
📈 The most successful marketing funnels for Jaime when creating her new business
🧩Jaime’s playbook for hiring, training, and scaling a team
🤝 Jaime’s mission to mentor advisors- especially women- and help them thrive in the industry
Resources for this episode:
Learn more about Unity Financial Advisors:
https://www.unityfinancialadvisors.net/
Learn About FIG: https://www.figmarketing.com
800-527-1155
135 episodes
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