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

Dodging IRA Disasters and Fostering Team Synergy

Tax planning mistakes and team communication.

Employees: Following Up or Nagging? Is There a Difference?

The need for consistent and respectful follow-up

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Why intentional tax planning is necessary.

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Small Details, Custodians, and What To Say

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

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