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It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]

The Perfect RIA

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The Importance of Client Communication

Mike: Let's talk about the little things that matter in client Communications, right and so we can even this is a I get this a bit of a tortured tie in here But just about the idea of like hell let me come up to Alaska and do fireworks the 4th of July Oh wait, it's never dark at that time of the year not never but not at 4th not at fireworks times. Same with client meetings you and I Mike and we've had the opportunity obviously to sit in a ton of our own client meetings We now train our other lead advisors on their client meetings as well.

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