THE PERFECT RIA |Small Details, Custodians, and What To Say

Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients?

Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

It’s Nothing, Right? No! The Little Things Are What Matter [Episode 215]

Disrupting Giants With Guest Jason Wenk

Say This

Recommended Podcast

Crafting Your Investments and Marketing Communication

Prioritize client goals, streamline investments, and enhance communication for advisors.

When Marketing Works

Being strategic with your marketing and content calendar.

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name(Required)

First Last

Email(Required)

CAPTCHA

Small Details, Custodians, and What To Say

Recommended Podcast

Crafting Your Investments and Marketing Communication

When Marketing Works

How Investments Work With Your Clients [Episode 255]

Contact Us