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

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

The Perfect RIA · The Perfect RIA

July 31, 202330m 56s

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Show Notes

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