The no BS approach to building a firm

The Successful Adviser by James McCracken

With a penchant for speaking the truth, there’s a reason Jamie Holroyd has built a trusted reputation as an advisor and confidant to his clients.

This would have to be the most candid interview I have done in terms of a guest speaking freely about the constraints or challenges that impede their ability to deliver the service, results and experience that clients have come to expect from the 3rd party channel.

As a broker, when you listen to this interview, I have no doubt you will resonate with Jamie’s concerns and frustrations.

It is important to recognise and appreciate the depth of experience Jamie brings to this interview courtesy of an expedited career in banking where he assumed significant responsibilities at a young age before choosing to back himself in and pursue his own endeavour.

When you hear Jamie speak, you won’t be surprised as to why his firm is both successful and sought out by a variety of clients who seek guidance for business strategy, debt structuring and growth decisions.

I hope you enjoy this interview as much as I did having Jamie Holroyd as a guest.

If you would like to reach out to Jamie, the best place to start would by his company website.