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What You'll Learn In Today's Episode:

  • Transparency and Sharing: Sharing your knowledge and experiences can benefit both you and others in your field.
  • Consistent Practice: To excel, you must practice your skills daily, not just during important meetings.
  • Effective Communication: Effective communication is a crucial skill for financial advisors, so identify one area of your communication skillset to improve and work on it daily.
  • Rehearsed Answers: Advisors should have well-rehearsed answers to potential questions that may arise during client meetings because preparation is key, as you won’t magically figure out what to say at the moment.
  • Body Language Awareness: Practice and become subconsciously aware of body language cues to enhance communication.

Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for advisors to refine their skills continuously and to identify specific areas of their communication skillset that require improvement and commit to daily practice. 

They’re also sharing the critical role of body language and how being aware of shifts in a client’s body language can provide valuable insights and enable advisors to ask pertinent questions. They’ll also argue that, regardless of your position, you are always in sales, emphasizing the significance of mastering communication in helping clients achieve their financial goals.

Resources In Today's Episode:

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