THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Why you need to do what you say you’re going to do.
  • When prospects object, it usually comes down to a lack of credibility.
  • Your investment portfolio should look like your clients’.
  • Clients want to feel that they’re not alone.
  • Why you should set expectations and provide reminders on how you’ll handle mistakes.
Table of Contents

You know that with your clients, everything you do either helps or it hurts – everything counts! On today’s episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it’s more than likely a lack of credibility. But then what do you do? Top advisors are always looking for ways to demonstrate their credibility, so be sure to communicate and set expectations with your clients and do what you say you’re going to do.

Ideas Worth Sharing:

‘You either do what you said you’re going to do, or you don’t.’ - Matthew Jarvis Share on X ‘Nothing is neutral when it comes to credibility.’ - Micah Shilanski Share on X ‘There is a lot of value in reaffirming how your relationship’s going to work.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

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Encore Episode: What Is The Perfect RIA?

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Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

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