The Perfect RIA

Encore episode - You Drank a Soda in a Client Meeting?!?


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There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn't do in client meetings.

Listen in as they share how to ensure you are performing at the same energy level throughout every meeting you are conducting, as well as the importance of explaining every action you make to your clients so that they know you are completely present. You will learn how to become a rockstar level advisor, why what you wear matters in meetings, and how to set proper expectations.

Encore episode - You Drank a Soda in a Client Meeting?!?

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

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

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