What You'll Learn In Today's Episode:

• Advisors should ask questions and understand clients’ motivations before making investment decisions.
• Investments should align with the client’s financial goals and risk tolerance.
• Speculative investments, such as putting a large portion of a portfolio into cryptocurrencies or commodities, should be approached with caution.
• Building trust and relationship capital with clients is crucial for navigating market fluctuations and making informed investment decisions.

Ever wondered why some financial advisors seem to have a sixth sense for their clients’ needs? In this episode, Matt and Micah reveal why playing “20 Questions” with your clients isn’t just a party game – it’s the secret to building a rock-solid investment strategy. Listen in as they share their battle-tested wisdom on guiding clients through the investment maze. They emphasize that understanding your client’s “why” is more valuable than jumping on the latest investment bandwagon.

Drawing from their extensive experience, Micah and Matt explain how top advisors build an arsenal of trust and relationship capital that proves invaluable when market storms hit. Their practical insights show why the best financial advisors are part detective, guide, and voice of reason – especially when clients get starry-eyed over the latest investment fad.

Resources In Today's Episode: