In this episode, Micah and Matt discuss the intricacies of client communication, particularly when clients express urgent concerns about their investments. They emphasize the importance of understanding the emotional underpinnings of client fears and the necessity of effective communication strategies. The conversation covers the significance of preparing for client calls, the pitfalls of email communication, and the need to address clients' real concerns rather than just the surface issues they present. In this conversation, Micah Shilanski and Jarvis discuss effective phone etiquette, the importance of building rapport with clients, and how to address their concerns while aligning with their financial goals. They emphasize the need to understand client fears, especially regarding market fluctuations, and the importance of maintaining alignment in client relationships. The discussion also touches on how to handle clients who may have extreme concerns and the importance of providing options to address those concerns.
It's The End Of The World… What Do We Do? [Episode 349]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
