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Do NOT Say That To A Client [Episode 235]
Dec 18, 2023•30 min•Ep. 235
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Episode description
In today’s episode of The Perfect RIA, Matt and Micah are getting real about client communication because the words you choose have the power to either elevate or jeopardize client relationships. It’s about intentional communication, not routine responses, and the need to maintain a genuine curiosity about clients' needs and goals.
Listen in as they share the subtle yet crucial nuances that can either build or erode client trust. By embracing a client-centric approach and valuing every question as an opportunity, advisors can elevate their practice, delivering not just financial advice but a tailored, empowering experience for each client.
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