THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Understanding how to create a positive experience is about effective communication and understanding body language.
  • That you need to look at meeting’s through a prospect’s perspective.
  • Having the right mindset in a meeting creates multiple opportunities.
  • How phrasing questions a certain way, and with certain words, can change a prospect’s response and comfort level.
  • Why you want to be the guide for your clients, not just a problem solver.
Table of Contents

Picture this: You have a new prospect meeting, they step in your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with humor and confidence? On today’s episode, Matt and Micah talk through how you communicate, as well as your goal in a prospect meeting can determine whether a prospect and client has a positive experience. You don’t have to dread prospect meetings when you realize that they’re an opportunity to help change someone’s life.

Ideas Worth Sharing:

‘You need to do everything you possibly can to stack the odds in your favor to create an experience that provides credibility and confidence to the client or prospective client.’ - Matthew Jarvis Share on X ‘My sole goal is to help change their lives in a very positive way.’ - Micah Shilanski Share on X ‘The amount of confidence you’ve created will make all the difference in the world.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

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