The Psychology Behind Winning Bigger Cases with Jacob Brigati (Ep. 2)

Most advisors don’t lose big cases because of strategy; they lose them because they don’t fully understand the client in front of them. The difference between average production and million-dollar cases often comes down to mindset, positioning, and relationships. In this episode, Vincent Munno sits down with Jacob Brigati, Advisor Development Consultant at Simplicity UFC, to break down what it really takes to work with high-net-worth clients and close larger, more meaningful deals. Drawing from real conversations and actual case experience, they discuss the psychology behind wealthy clients, why relationships carry more weight than product, and how advisors can start thinking bigger in their own practice. Key Takeaways: Why high-net-worth clients think differently and what they expect from their advisors How relationship-building, consistency, and daily communication drive long-term success The most common reason large cases fall apart, and how to get ahead of it early Why positioning solutions around lifestyle and legacy matters more than leading with numbers And more! Connect with Vincent Munno: Simplicity UFC LinkedIn: Vincent Munno [email protected] Connect with Jacob Brigati: Simplicity UFC LinkedIn: Jacob Brigati [email protected] (727) 390-4099  About Our Guest: As a leading Advisor Development Consultant at Simplicity UFC, Jacob Brigati transforms how financial advisors and high-net-worth families view life insurance. He specializes in premium financing, empowering advisors to deliver elite-level liquidity solutions to their most successful clients.