3min chapter

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Do You Even Have Credibility? [Episode 202]

The Perfect RIA

CHAPTER

How to Establish Credibility in Your Practice

Michael, Micah and Jars: How could you not have the same investments that your clients are using? Michael says he likes to keep a little tally in one quarter if he thinks it's adding credibility or removing. He also takes note of body language during meetings so he can be aware of what his client is doing. The podcast is all about taking action; we're going to do this episode with some side rants.

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