What You'll Learn In Today's Episode:

  • Dressing sharp and being punctual are important elements of professionalism in the financial planning industry.
  • Small details like appearance and timeliness can significantly impact client perception and trust.
  • Advisors should lead by example and set high standards for their team.
  • Personal and professional skills are crucial in building strong client relationships.

In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details – a sharp outfit, punctual arrival – can significantly shape client perceptions and build lasting trust. They explore how these seemingly small touches can have a profound impact on client relationships, potentially making or breaking crucial business connections. They also dive deep into the art of leading by example, offering practical advice on how to set and maintain high standards for yourself and your team.

Resources In Today's Episode:

– Micah Shilanski: Website LinkedIn
– Matt Jarvis: Website | LinkedIn

Recommended Podcast

100 Reasons Prospects Say No [Episode 326]

It’s you, not them.

See More

Encore Episode: How To Train Your Team

The importance of team training.

See More

The Importance of De-risking Your Practice With Ted Jenkin

You can’t negotiate your own deal

See More

Contact Us