
Sign up to save your podcasts
Or


Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They're sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they're reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation.
https://bit.ly/3SnwExB
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They're sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they're reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation.
https://bit.ly/3SnwExB

520 Listeners

193 Listeners

2,355 Listeners

948 Listeners

284 Listeners

798 Listeners

2,036 Listeners

257 Listeners

2,150 Listeners

932 Listeners

242 Listeners

340 Listeners

125 Listeners

138 Listeners

142 Listeners