THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • How Jason looks at his team as an ensemble.
  • How you can use your introductory call as a way to understand the prospect’s primary need.
  • Why it’s important to provide details as to what a prospect and client can expect in the first year.
  • How to strengthen your tax knowledge to better serve your clients.
  • How graduating clients can help you move forward with your growth goals.
Table of Contents

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they’re the right fit for your firm, and who is the right fit for them. On today’s episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients.

Ideas Worth Sharing:

‘For us, it’s about matching our lead planner with the specific right client need.’ - Jason Speciner Share on X ‘If we’re not leading with what’s top of their mind, they’re probably going to ignore most of what we say, until we get to that thing that was their thing.’ - Matthew Jarvis Share on X ‘Setting and then managing those expectations is so critical.’ - Jason Speciner Share on X

Resources In Today's Episode:

Recommended Podcast

Encore episode – Why Don’t I Have More Prospects?!?

Play the long game, measure your input first

See More

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

Accurate financial reporting is crucial in M&A.

See More

Encore Episode: You Said What In A Client Meeting?!

Setting your client and yourself up for success with clear communication.

See More

Contact Us