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What You'll Learn In Today's Episode:

  • Language Shapes Relationships: Effective communication is not just about relaying information but framing it in a way that empowers clients to achieve their financial goals.
  • Curiosity Over Bias: Advisors should prioritize pointing clients in the direction of their goals rather than imposing personal ideas, fostering a relationship built on trust and understanding.
  • Avoiding Routine Communication: Matt and Micah caution against slipping into routine communication patterns, stressing the importance of intentionality. 
  • Consistent Team Communication: Ensuring consistency in communication from strategy discussions to implementation prevents misunderstandings and strengthens the overall client experience.
  • Every Question is an Opportunity: Each question becomes a chance to strengthen the advisor-client bond.

In today’s episode of The Perfect RIA, Matt and Micah are getting real about client communication because the words you choose have the power to either elevate or jeopardize client relationships. It’s about intentional communication, not routine responses, and the need to maintain a genuine curiosity about clients’ needs and goals.

Listen in as they share the subtle yet crucial nuances that can either build or erode client trust. By embracing a client-centric approach and valuing every question as an opportunity, advisors can elevate their practice, delivering not just financial advice but a tailored, empowering experience for each client.

Resources In Today's Episode:

– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website | LinkedIn
TPR on YouTube
– Learn about our membership options by visiting
– Compare your practice by visiting
One-Page Plan Masterclass
Never Split the Difference by Chris Voss
Pre-Suasion by Robert Cialdini

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