The Perfect RIA

What Makes a Portfolio Successful and the Rule of Two

Aug 2, 2024
Matt, a portfolio stability expert, emphasizes that lasting client satisfaction stems from resilient portfolios rather than just market performance. Micah, a thought leader, provocatively questions if financial advisors focus too much on investments, suggesting they should also enhance their overall value to clients. Jamie introduces the innovative 'Rule of Two,' explaining how repeated client inquiries indicate deeper concerns, prompting advisors to reach out. This approach fosters better communication and strengthens client relationships.
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