Ep #28: Making the Complex Simple with Jim Sampson
Jim Sampson shares his approach to helping his clients and employees understand every step of the process.
My guest today is Jim Sampson, the Director of Retirement Advisory Services at Hilb Group Retirement Services. Jim has an amazing ability to simplify complex ideas and spends a significant amount of time educating his clients to ensure they know exactly what is going on at all times. In this episode, Jim and I discuss the merger of his prior firm into Hilb in 2015, as well as the benefits of being part of a large P&C agency.
Listen in as he explains his strategy of being an "internal retirement wholesaler" to the P&C teams and how this has supercharged his team's growth. You will learn how he uses stories to communicate financial jargon in a way that clients can understand, why he never uses the word “fee", and why his firm has avoided getting into wealth management.
Listen in as he explains his strategy of being an "internal retirement wholesaler" to the P&C teams and how this has supercharged his team's growth. You will learn how he uses stories to communicate financial jargon in a way that clients can understand, why he never uses the word “fee", and why his firm has avoided getting into wealth management.
