THE PERFECT RIA |Small Details, Custodians, and What To Say

Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients?

Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

It’s Nothing, Right? No! The Little Things Are What Matter [Episode 215]

Disrupting Giants With Guest Jason Wenk

Say This

Recommended Podcast

How Relationships Fuel Growth and The Role of Accountability

How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

Leveraging your spouse and relationships for your success

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Small Details, Custodians, and What To Say

Recommended Podcast

How Relationships Fuel Growth and The Role of Accountability

How Are You Accountable When You Make a Client Mistake?

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

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