AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Words Matter
The Perfect RIA
How to Talk to Your Clients
Floyd and Rosalindski work with a myriad of ages, from retirees to pre-retirees. They segregate different financial planning topics for each client. Long-term care is one that often gets missed because there's no product to sell.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode