In the latest episode of The Perfect RIA, Matt and Micah discuss what truly makes or breaks client relationships in financial advising – and surprise, it’s not your fancy financial jargon or market predictions. They reveal why empathy is the key to transforming good advisors into trusted lifetime partners for their clients. This is a wake-up call for advisors who might be too focused on spreadsheets while missing the human element; client retention metrics go hand-in-hand with mastering the art of emotional intelligence. Success isn’t just about crunching numbers – it’s about asking the right questions and actually listening to the answers.
– Micah Shilanski: Website | LinkedIn
– Matt Jarvis: Website | LinkedIn
– Estate Planning Masterclass
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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See MoreMatthew will share how to double your success in the four areas of practice success.
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