Sarah Baker

2 recommended products

Everything Sarah personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.

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Ep 515: Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibi...

Nov 10 · 2 recs

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ChatGPT mentions software

Mentioned in 1 episode

"You can't go to a robo-advisor and type in, 'My husband just died. What do I do?' You know, or ask ChatGPT. So the relationship is where I find I'm contributing the greatest value to the clients."

From: Ep 515: Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibi... • ▶ 47:28 • Nov 10, 2026

TurboTax mentions software

Mentioned in 1 episode

"The financial spouse was an executive at Bank of America, did his own taxes via TurboTax... We couldn't get in the TurboTax. Couldn't find the passwords."

From: Ep 515: Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibi... • ▶ 1:17:21 • Nov 10, 2026

Vanguard mentions other

Mentioned in 1 episode

"I remember I was working at Vanguard and TIAA-CREF was the huge competitor in the area and they paid higher salary."

From: Ep 515: Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibi... • ▶ 1:23:49 • Nov 10, 2026

2 recommended · 0 sponsored · 0 warned against · 0 episodes