017: Successfully Growing a Practice with High Service Standards - a podcast by Snap Projections

Building your own practice can be a delicate balancing act. You want to give your clients the best service possible while also expanding your client base and making enough money to cover your own needs and expenses. Today’s guest understands what it’s like to grow a business that does both: maintains high standards for serving clients and benefits from meeting those standards.

Jamie List is the co-founder of the wealth management firm Bearing Capital Partners. Bearing Capital is a multi-disciplinary, team-based financial consulting practice. Jamie has many credentials and accreditations: he is a Certified Financial Planner, Canadian Investment Manager, Fellow of the Canadian Securities Institute, Chartered Life Underwriter, Financial Management Advisor, and Chartered Professional — Strategic Wealth. Listen to the episode to hear about how Jamie’s firm works, how he developed high service standards, and what he believes helped him achieve success in his career.

Topics Discussed in This Episode:

•      What Jamie’s firm does and what kind of clients they serve


•      How Jamie founded his firm


•      How Jamie decided to focus on his particular niche


•      How the fees work in Jamie’s firm


•      How Jamie thinks about serving clients


•      Designing and developing a high level of service standards


•      The benefits of having a high level of service standards


•      How Jamie handles conversations about expanding services for clients


•      Whether it’s preferable to do financial planning up front or spread it out over a longer period of time


•      How to keep clients accountable and on track


•      Some of Jamie’s biggest challenges


•      What Jamie is excited about right now


•      What Jamie believes made him successful in his career


•      Jamie’s advice for listeners

Links and Resources:

Bearing Capital

Quotes from Jamie:

“I think I’ve always thought about the challenge, if you will, of maintaining a client as a conversation that you have to maintain over a very long period of time.”

“Service tends to beget new clients.”

“Let’s just say that the service model obviously speaks very much toward keeping people happy, but deals less with the transactional and business-building nature of what we do.”

Jamie’s firm Bearing Capital is all about serving clients’ needs, as the clients themselves define the

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