What You'll Learn In Today's Episode:

  • Effective communication is crucial in the financial planning industry.
  • Sales should be seen as effective communication, not manipulation.
  • Consistent communication builds trust and strengthens client relationships.
  • Role-playing and having a consistent process are key to improving communication skills.

In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associated with sales and emphasize the need for good, practiced communication skills. They highlight the role of role-playing in improving communication and stress the importance of having a consistent process.

Resources In Today's Episode:

– Matt Jarvis: Website | LinkedIn
– Micah Shilanski: Website LinkedIn
– Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

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