Podknife - It's Nothing, Right? No! The Little Things Are What Matter [Episode 215] by The Perfect RIA

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It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]

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 |: Jul 31, 2023
Episode Duration |: 00:30:56

In today’s episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things - because they DO matter. They’ll discuss how small details can have a significant impact on the success of a client meeting and the need to create a positive experience for clients by paying attention to various factors, including how you greet clients and how you ask questions. Listen as they provide ways for advisors to stack the deck in their favor by ensuring that everything counts in a positive way.

https://theperfectria.com/podcast/215

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