Podknife - You Said What In A Client Meeting?! [Episode 152] by The Perfect RIA

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You Said What In A Client Meeting?! [Episode 152]

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 16, 2022
Episode Duration |: 00:31:19

One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to meetings with clients where we aim to deliver massive value. This episode is full of visuals on the whiteboard so be sure to check out the video version of the podcast so you can get a better understanding of the concepts.

You can find show notes and more information by clicking here: https://bit.ly/377pUP6

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