Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had Andrea Bocelli serenade them while they eat their pasta – you do now!
Steve Sims is a world-renowned entrepreneur and the CEO of Bluefish.
He started with nothing and turned it into a multi-million dollar business. Steve has consulted with most major Hollywood studios, Fortune 100 companies and celebrities like Matt Damon, Steven Spielberg, Oprah Winfrey, Jeff Bezos, Bill Gates among others.
In this episode, we discuss with Steve Sims "what the right tools are for excellent client service".
In this conversation, you'll learn:
-how to deliver excellence through client service by applying the lessons that were learned from Steve's success story!
-about how the Bluefishing idea came to be and what it consists of including creativity, positivity, and accountability.
-the best way to inspire a team and inspire a company.
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, click here.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.
Want to collaborate? Click here.
If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now, click here.
Thanks again for listening, reading, and watching!
CFFP #44 - Navigating the Difficulties of Retaining Good Talent as a Fee-Only RIA ft. Raquel Hinman
CFFP #43 - How Advisors can deliver massive value to their clients through tax planning in 2021 ft. Steven Jarvis
CFFP #42 - Owning Your Financial Narrative ft. Shehara Wooten, CFP®
CFFP #41 - True Holistic Planning ft. George Kinder
Podcast Announcement!!!
CFFP #40 -Tools for Hiring the Best Talent In the Next 15 Years in Financial Planning Rianka R. Dorsainvil, CFP®
CFFP #39 - Using Media to Raise Your Authority & Reach Your Ideal Client Benjamin J. Brandt, CFP®, RICP®
CFFP #38 - Realizing the Benefits from Diverse Opinions Inside Financial Services ft. Stephanie McCullough
CFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP®
CFFP# 36 - Understanding the Implications of Cryptocurrency, Blockchain and Decentralized Finance on Traditional Financial Services ft. Jerry Hall
CFFP# 35 - So You Want to Be a Financial Coach? ft. Dr. Mary Bell Carlson, CFP®, AFC®
CFFP# 34 - Day in the Life of CFP Exam Taker ft. Anabel Diaz, CFP®, MSF
CFFP# 32 - The Story of a Career Changer Exploring New Frontiers as a Financial Coach ft. Jessica Medina, Esq.
CFFP# 31 - Crafting Financial Advice as a NexGen Financial Professional ft. Carl Richards
CFFP#30 - Increasing Pathways for Diverse Talent in Financial Services ft. Chloe A. Moore, CFP® and Luis F. Rosa, CFP®, EA
CFFP#29-How to Create Content That Converts ft. Eliseo Way
CFFP#28- How to Build a Better Financial Future and Make a Difference ft. Luis F. Rosa, CFP®, EA
CFFP#27 - Unconventional Secrets to Profitability for Entrepreneurs ft. Mike Michalowicz
CFFP# 26 - Highlighting the Journey of a Financial Coach ft. Stacy Livingstone-Hoyte, AFC® FFC® CRPC®
Create your
podcast in
minutes
It is Free
Making Bank
Bank of America Treasury Insights
How I Crushed It
The Ramsey Show
Planet Money