The Perfect RIA

Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]


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It’s possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your clients in a unique, personalized way that requires fairly minimal effort. In this episode, Matt and Micah discuss how they’ve utilized video messaging in their firms to improve the client experience and create additional touchpoints; however, not all videos are created equal. Listen in as they share their tips to make this powerful communication tool a positive one and a way to ensure your clients are excited each time they hear from you.

https://theperfectria.com/podcast/190

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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