
The Perfect RIA It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
Jul 31, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The Importance of Client Communication
01:49 • 3min
The Importance of Communication in a Client Meeting
04:29 • 2min
How to Be Honest With Your Clients
06:17 • 3min
How to Follow Your Process of Success
08:47 • 2min
The Importance of Body Language in a Down Market
10:27 • 3min
The Differences Between Amateurs and Pros
13:27 • 4min
How to Communicate Better With Clients
17:34 • 3min
The Importance of Getting Clarification in Emails
20:47 • 3min
Setting Good Expectations for Client Meetings
23:44 • 2min
The Importance of Drama-Free Environments in the Office
25:52 • 3min
The Importance of Financial Planning
29:01 • 2min
