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Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Standout Prospect Meetings and Documentation for the Win
Manage episode 410766129 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the prospect's goals and concerns. Amber emphasizes the need to truly listen to prospects, understanding their unique situations, and tailoring solutions accordingly.
Furthermore, Amber explores the pivotal role of documentation in the financial advisory industry. Proper documentation not only ensures compliance but also serves as a valuable tool for both advisors and clients to track progress, revisit agreements, and mitigate misunderstandings. She shares insights on how meticulous documentation can help advisors avoid mistakes and uphold professionalism in their practice.
Resources in today's episode: - Episode Website - Throwback: Show Me The Beef! [Episode 250] - Not Documented, Not Done
664 episodes
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Manage episode 410766129 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, Micah Shilanski, and Finance Rockstars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the prospect's goals and concerns. Amber emphasizes the need to truly listen to prospects, understanding their unique situations, and tailoring solutions accordingly.
Furthermore, Amber explores the pivotal role of documentation in the financial advisory industry. Proper documentation not only ensures compliance but also serves as a valuable tool for both advisors and clients to track progress, revisit agreements, and mitigate misunderstandings. She shares insights on how meticulous documentation can help advisors avoid mistakes and uphold professionalism in their practice.
Resources in today's episode: - Episode Website - Throwback: Show Me The Beef! [Episode 250] - Not Documented, Not Done
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Similar to The Perfect RIA
Bloomberg Best features the best stories of the day from Bloomberg Radio, Bloomberg Television, and over 150 Bloomberg News bureaus around the world. Hosted by Ed Baxter and Denise Pellegrini.
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