Podknife - Words Matter by The Perfect RIA

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Words Matter

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 |: Jun 22, 2023
Episode Duration |: 00:35:18

Do your clients need financial credentials to understand what you’re saying because it’s all industry jargon? And if you think that hitting a certain number of words per minute equals a great client meeting, you may want to adjust your goals. In today’s episode, Jamie explains why what you say is so important, especially when responding to clients’ questions about not outliving their income in retirement.

https://bit.ly/3CdABeK

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