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Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients?

Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

It’s Nothing, Right? No! The Little Things Are What Matter [Episode 215]

Disrupting Giants With Guest Jason Wenk

Say This

Recommended Podcast

Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

The M&A space for advisors is changing.

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The Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

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Encore Episode: You Thought It Would Be Easy…

Embrace Rejection and Risk

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