THE PERFECT RIA |Small Details, Custodians, and What To Say

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

So, How Will You Get All Those New Clients? [Episode 292]

Tracking metrics for prospecting success.

Why Clients Leave (And How to Keep Them)

The impact of empathy in your client relationships.

What Was Your NET Client Flow In 2024? [Episode 291]

Building strong relationships with clients.

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Small Details, Custodians, and What To Say

Recommended Podcast

So, How Will You Get All Those New Clients? [Episode 292]

Why Clients Leave (And How to Keep Them)

What Was Your NET Client Flow In 2024? [Episode 291]

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