Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: Stacking The Odds In Your Favor [Episode 207]
Pub date: 2023-06-05

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Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with humor and confidence? On today’s episode, Matt and Micah talk through how you communicate, as well as your goal in a prospect meeting can determine whether a prospect and client has a positive experience. You don’t have to dread prospect meetings when you realize that they’re an opportunity to help change someone’s life.

https://theperfectria.com/podcast/207

The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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Stacking The Odds In Your Favor [Episode 207]