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It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
The Perfect RIA
How to Be Honest With Your Clients
Mike Jarvis: When advisors say to be honest in my mind I have a pause. How when does that honesty come in then? Are you not being honest right now? It brings in this little question that says are you really being truthful now? So we can easily pivot that from the to be honest stance that we could say you know how this works What most of my clients is a B and C now? He also uses Mr. Mrs. Client, which shows he has more than one client because there's built-in social credibility inside it.
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