THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • The importance of creating a welcoming and comfortable atmosphere for clients.
  • Why you want to ask clients the necessary questions and engage more fully in meetings.
  • How even seemingly insignificant things can completely shift the dynamic of a client meeting.
  • That being open and broad in language allows the client to feel like they are on a journey with the advisor.
  • By paying attention to small details and prioritizing the client’s comfort, you can enhance the overall client experience and improve meeting outcomes.
Table of Contents

In today’s episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things – because they DO matter. They’ll discuss how small details can have a significant impact on the success of a client meeting and the need to create a positive experience for clients by paying attention to various factors, including how you greet clients and how you ask questions. Listen as they provide ways for advisors to stack the deck in their favor by ensuring that everything counts in a positive way.

Ideas Worth Sharing:

‘More often than not, it's very, very small things that seem insignificant, but can completely shift the dynamic of a client meeting.’ -Matthew Jarvis Click To Tweet ‘What are you trying to encourage the client to do?’ - Micah Shilanski Click To Tweet With your team and yourself, you need to constantly be revisiting your communication policy.’ - Matthew Jarvis Click To Tweet

Resources In Today's Episode:

Recommended Podcast

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

See More

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

See More

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

See More

Contact Us