The Perfect RIA

Crafting Your Investments and Marketing Communication

May 10, 2024

Learn about aligning investments with client goals, effective communication in financial advising, strategic marketing strategies, and setting up 'Play Money accounts' for moral compatibility on this podcast.

07:16

Creator website

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Prioritize client goals over investments to achieve success.

Plan marketing calendars in advance for consistent and effective communication with clients.

Deep dives

Investments Are Not the Focus

Matt and Michael emphasize that investments are not the main focus when dealing with clients. They stress the importance of understanding a client's overarching financial goals and using investments as a tool to achieve those goals. Matt highlights the significance of effective communication over technical knowledge, encouraging advisors to focus on helping clients achieve their goals rather than trading excessively. They advise streamlining the investment review process and prioritizing business development.

Optimizing Client Conversations About Investments and Financial Goals

2min

Effective Communication in Financial Advising and Strategic Marketing Strategies

5min

Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of prioritizing client goals over investments and delegating investment decisions. Streamline your investment review process and communicate effectively with clients. Learn how intentional and focused marketing efforts can elevate your business planning and the secrets to success by planning your business and marketing calendars in advance. Tune in now for actionable strategies to transform your practice!

Resources in today's episode: - Episode Website - How Investments Work With Your Clients [Episode 255] - When Marketing Works