What You'll Learn In Today's Episode:

  • Effective communication is crucial in the financial planning industry.
  • Sales should be seen as effective communication, not manipulation.
  • Consistent communication builds trust and strengthens client relationships.
  • Role-playing and having a consistent process are key to improving communication skills.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associated with sales and emphasize the need for good, practiced communication skills. They highlight the role of role-playing in improving communication and stress the importance of having a consistent process.

Resources In Today's Episode:

– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website LinkedIn
– Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

Recommended Podcast

Encore Episode: Yes, There is One Silver Bullet

Extreme accountability and taking action are crucial!

See More

Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

The M&A space for advisors is changing.

See More

The Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

See More

Contact Us