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What Are Prospects ACTUALLY Saying [Episode 228]
Episode 228

What Are Prospects ACTUALLY Saying [Episode 228]

The Perfect RIA · The Perfect RIA

October 30, 202328m 37s

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Show Notes

Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They're sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they're reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation.

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