
How To Communicate Your Value To Clients [Episode 172]
The Perfect RIA
00:00
Introduction
Mikey Shalinsky: Most advisors don't know what to say in client meetings. Matthew Jarvis: I struggled for years to figure out a solution as to what do I talk about on a routine basis with clients and Jarvis, I got to step back. The behavioral finance didn't get any of that stuff either; so really it was this pain and suffering went through slogging through the mud.
Play episode from 00:00
Transcript


