
Sign up to save your podcasts
Or


Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20 Questions" with your clients isn't just a party game – it's the secret to building a rock-solid investment strategy. Listen in as they share their battle-tested wisdom on guiding clients through the investment maze. They emphasize that understanding your client's "why" is more valuable than jumping on the latest investment bandwagon.
Drawing from their extensive experience, Micah and Matt explain how top advisors build an arsenal of trust and relationship capital that proves invaluable when market storms hit. Their practical insights show why the best financial advisors are part detective, guide, and voice of reason – especially when clients get starry-eyed over the latest investment fad.
Bitcoin [Episode 284]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20 Questions" with your clients isn't just a party game – it's the secret to building a rock-solid investment strategy. Listen in as they share their battle-tested wisdom on guiding clients through the investment maze. They emphasize that understanding your client's "why" is more valuable than jumping on the latest investment bandwagon.
Drawing from their extensive experience, Micah and Matt explain how top advisors build an arsenal of trust and relationship capital that proves invaluable when market storms hit. Their practical insights show why the best financial advisors are part detective, guide, and voice of reason – especially when clients get starry-eyed over the latest investment fad.
Bitcoin [Episode 284]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

522 Listeners

193 Listeners

2,356 Listeners

948 Listeners

284 Listeners

798 Listeners

2,035 Listeners

256 Listeners

2,151 Listeners

930 Listeners

241 Listeners

340 Listeners

125 Listeners

136 Listeners

142 Listeners