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.
