Stacking The Odds In Your Favor [Episode 207]
The Perfect RIA
00:00
How to Provide Good Advice to Your Clients
"What I'm trying to set up in my heart of hearts is I need to make sure the client doesn't panic when they're prone to panic," he says. "And anything I can do to put that in my favor, I'm going to do those things." He adds: "If you and your heart of hearts believe you're providing good advice, you better provide a good experience or it's for not" 'I got the call just the other day and I was chatting with the advisor on our team and he got very frustrated'
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