Don’t Worry, I Can Skip The Soft Stuff [Episode 289]

The Perfect RIA

内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski提供。所有播客内容（包括剧集、图形和播客描述）均由 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

7d ago 28:49

MP3•单集首页

In this episode, Micah and Matt discuss the importance of relationship-building in client meetings. They reveal a counterintuitive truth that many financial advisors miss: your first client meeting isn't about dazzling them with spreadsheets or complex financial jargon. Instead, it's about creating a genuine human connection that transforms potential clients from mere numbers to trusted partners in their financial journey.

Micah and Matt break down the essential strategies for turning initial client interactions from mundane meetings into meaningful conversations. They emphasize the power of curiosity, active listening, and empathy as the true currencies of successful financial planning. They challenge advisors to approach each meeting with a mindset of authentic interest, encouraging them to ask open-ended questions that invite clients to share their deepest financial hopes, fears, and dreams.

Don’t Worry, I Can Skip The Soft Stuff [Episode 289]

Resources in today's episode:

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

770集单集