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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

Encore Episode: What Are Prospects ACTUALLY Saying

Confidence and understanding with client questions.

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The M&A Playbook for Financial Advisors with Ted Jenkin

Every deal is negotiable

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Prospecting That Works [Episode 317]

Practice is key

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