2min chapter

The Perfect RIA cover image

Words Matter

The Perfect RIA

CHAPTER

The JP Morgan Timeline: A Great Tool for Meeting Clients

The JP Morgan timeline is a great tool to have inside of your conference room when you're meeting with clients because it helps put this volatility in perspective. It goes all the way through the great financial crisis and how long it took markets to kind of settle. So if we are all having this type of media on our face that's asking us to be impulsive with the information that we're getting, we have to push back and put it in a longer perspective.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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