PLAY PODCASTS
You Drank a Soda in a Client Meeting?!? [Episode 138]
Season 2 · Episode 138

You Drank a Soda in a Client Meeting?!? [Episode 138]

The Perfect RIA · Matthew Jarvis & Micah Shilanski

February 7, 202231m 31s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn't do in client meetings.

You can find show notes and more information by clicking here: https://bit.ly/3qZ3buy