The Perfect RIA cover image

What Makes a Portfolio Successful and the Rule of Two

The Perfect RIA

CHAPTER

Effective Client Communication and Investment Management

This chapter highlights the significance of managing client investments while focusing on the psychological dynamics of client relationships. It introduces the 'Rule of Two' to encourage personalized communication with clients, enhancing service and ensuring they remain aligned with their investment strategies.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner