The Perfect RIA cover image

Follow Up Friday - Do You Even Have Credibility?

The Perfect RIA

00:00

How to Build Credibility With Your Clients

Top advisors are always looking for opportunities to demonstrate credibility. If you've experienced something, it adds your credibility and you become relatable to the client. It's more about who you are and how you connect than a designation on a wall. The guys wrapped up by talking about asking for client feedback - consistency is another place to add to your credibility.

Play episode from 02:06
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