Podknife - How Did I Lose $50,000 This Month!?! [Episode 153] by The Perfect RIA

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How Did I Lose $50,000 This Month!?! [Episode 153]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: May 23, 2022
Episode Duration |: 00:28:40

After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.

You can find show notes and more information by clicking here: https://bit.ly/3snVcIX

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