THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Why you need to do what you say you’re going to do.
  • When prospects object, it usually comes down to a lack of credibility.
  • Your investment portfolio should look like your clients’.
  • Clients want to feel that they’re not alone.
  • Why you should set expectations and provide reminders on how you’ll handle mistakes.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

You know that with your clients, everything you do either helps or it hurts – everything counts! On today’s episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it’s more than likely a lack of credibility. But then what do you do? Top advisors are always looking for ways to demonstrate their credibility, so be sure to communicate and set expectations with your clients and do what you say you’re going to do.

Ideas Worth Sharing:

‘You either do what you said you’re going to do, or you don’t.’ - Matthew Jarvis Share on X ‘Nothing is neutral when it comes to credibility.’ - Micah Shilanski Share on X ‘There is a lot of value in reaffirming how your relationship’s going to work.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

Recommended Podcast

Revolutionizing Financial Planning with Sam Flatten

Demonstrate the value you’re providing

See More

Fees Are Never The Issue  [Episode 356]

Focus your conversations on value

See More

The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan 

We don’t invest in projects

See More

Contact Us