Encore Episode: You Said What In A Client Meeting?!
The Perfect RIA · The Perfect RIA
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Show Notes
One of our core tenets and values at TPR 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.
You will hear about the importance of the words you use in meetings as well as what you should be doing to avoid miscommunication with clients. Matthew and Micah also share tips on how to set expectations in ways that are clear and making way for success. They share detailed examples and insight into how to smooth out discussions and give clients confidence in their retirement.
Encore Episode: You Said What In A Client Meeting?!
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn