How Sarah Wells became the Financial Psychologist for Medicos - podcast episode cover

How Sarah Wells became the Financial Psychologist for Medicos

Mar 12, 202136 min
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Episode description

Straight up, that headline is definitely correct, though it’s one of a few titles Sarah Wells uses to describe how she delivers service.

With a large portion of her clientele being medical professionals, Sarah has become their trusted advisor to give them the clarity, advice and confidence to achieve their goals. 

 

Or, as Sarah calls them, to get the Unicorn or at the Zebra.

 

Moreover, in the conversation with Sarah, topics we touch on include:

 

  • How she frames up a consultation to put her clients completely at ease
  • Fee for service and value-based-pricing
  • Strategies to capitalise on a niche 
  • And the 2% rule around how to help a client expand what they think is possible for them to achieve

 

If you would like to reach out and continue the conversation with Sarah, you can email her, call on on 0411 725 525, or connect on LinkedIn



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How Sarah Wells became the Financial Psychologist for Medicos | The Successful Adviser by James McCracken podcast - Listen or read transcript on Metacast