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 Share on X ‘What are you trying to encourage the client to do?’ - Micah Shilanski Share on X With your team and yourself, you need to constantly be revisiting your communication policy.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

See More

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

See More

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

See More

Contact Us