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5min chapter
Crafting Your Investments and Marketing Communication
The Perfect RIA
Effective Communication in Financial Advising and Strategic Marketing Strategies
This chapter emphasizes aligning client goals with benchmarks, optimizing time management in meetings, and prioritizing transparent cost communication. It also explores client investment preferences, marketing strategies focused on understanding client needs, and setting up 'Play Money accounts' for moral compatibility.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode