The Perfect RIA

How To Get More At-Bats [Episode 231]


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Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for advisors to refine their skills continuously and to identify specific areas of their communication skillset that require improvement and commit to daily practice.

They're also sharing the critical role of body language and how being aware of shifts in a client's body language can provide valuable insights and enable advisors to ask pertinent questions. They'll also argue that, regardless of your position, you are always in sales, emphasizing the significance of mastering communication in helping clients achieve their financial goals. How To Get More At-Bats

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

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