2min chapter

The Perfect RIA cover image

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

The Perfect RIA

CHAPTER

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

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