The Perfect RIA

Dude, You Started It!


Listen Later

Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire client relationship.

https://bit.ly/45uKL7w

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

451 ratings


More shows like The Perfect RIA

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,180 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

192 Listeners

Behind The Advisor by XYPN

Behind The Advisor

142 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

925 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

275 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,000 Listeners

The Bid by BlackRock

The Bid

252 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,073 Listeners

The Long View by Morningstar

The Long View

880 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

109 Listeners

Ask The Compound by The Compound

Ask The Compound

311 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

121 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

47 Listeners