Encore Episode: You Said What In A Client Meeting?!
What You'll Learn In Today's Episode:
- The importance of taking concepts from theory to reality.
- Why terminology is key to creating understanding and providing clarity to the client.
- What separates the academics from the advisors that are delivering massive value.
- How to set the right expectations in a way that sets everyone up for success.
- Why Matthew and Micah do distribution between the 5th and the 25th.
- A visual example of how to draw out a plan for your client (see video).
- What your job is as a financial advisor and why simplification is key.
One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to meetings with clients where we aim to deliver massive value.
You will hear about the importance of the words you use in meetings as well as what you should be doing to avoid miscommunication with clients. Matthew and Micah also share tips on how to set expectations in ways that are clear and making way for success. They share detailed examples and insight into how to smooth out discussions and give clients confidence in their retirement.
