The Perfect RIA cover image

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

The Perfect RIA

00:00

The Importance of Communication in a Client Meeting

We don't like talking politics inside of a client meeting it does not matter if you agree or disagree with the person in their politics Politics is not a positive discussion at least a negative aroma negative taste in your mouth. I often tell clients when they bring up politics I'll try to pivot that conversation back out and we can have some fun with it Again, put some levity into the situation now...I've seen advisors air on the side of this by the way my can you and I insert a lot of levity and just little jokes, right? Like you've got your one about this isn't like going to the dentist You're not gonna leave in pain kind of thing and as a

Play episode from 04:29
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app