Encore Episode: What Is The Perfect RIA?
What You'll Learn In Today's Episode:
- How to build a sustainable practice.
- The importance of simplifying your financial speech when talking to your clients.
- How to explain things to your clients so they understand.
- Why you should share the benefits of what you are doing—not just the features.
- How to ensure you are running your practice intentionally.
- The value of surge meetings and how to conduct them properly.
- How to add even more value to your clients.
In this Encore Episode Matt and Micah talk about how often you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you’re doing to your clients (or prospects) will allow them to recognize how much value you are adding to their life. So, today 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.
Listen in to learn the importance of having a niche in who you serve, how to build a practice that is sustainable, and how to add even more value to your clients. Regardless of whether you are just starting out on your financial advisory journey or you are a seasoned advisor looking to up your game in the industry, this is the episode for you.
