The Perfect RIA的动态

?? Make the Second Half of 2024 Count ?? Have you made a thorough midyear assessment of your practice? In our latest episode, I take the hot seat! We dive into key strategies for financial advisors to focus on right now, including managing client relationships, handling stress, and staying proactive. Curious about how to make the most of your mid-year review? Tune in and get inspired! ? ? Link to full episode in comments. ? ? #FinancialAdvisors #ClientImpact #BusinessGrowth #PurposeFocusedAdvisor

Great video tip from John Stadtmueller of Good Advisors Finish First on the importance of authenticity in client meetings. In this clip from the latest episode of #ThePurposeFocusedAdvisor, John explains the importance of self-confidence and authenticity in client meetings. Advisors should trust their expertise to recommend the best option for clients based on deep understanding. Authenticity and honesty are key to building strong client relationships and achieving better outcomes. Discover how putting yourself in your client's shoes can lead to more personalized and effective financial advice. Link to full episode in first comment below. #authenticity #financialplanners #financialadvisors #clientscomefirst

I have an amazing episode coming tomorrow, all about building wealth the smart way. I sat down with Mike Brown and we talked about everything from managing risks to setting realistic financial goals. If you’ve ever wondered how to turn your hard-earned cash into lasting wealth, this episode is packed with the tips and strategies you need. Keep an eye out – you’re going to love it!

Tune in to our latest episode with Nick Hand, Senior Financial Consultant at TrinityP3. Nick reveals insights from managing high-profile agency pitches and discusses the post-pandemic shift in the pitch process. Learn why getting the fee right is crucial for success. Don't miss it! https://hubs.la/Q02yyJFN0

"54% of client trust comes from emotional engagement, not just expertise or etiquette." - Julie Johnson ?? Discover why making clients feel safe is the game changer in finance. Watch our latest #MoneyMindset episode on YouTube. #FinancialPlanning #TrustBuilding

Need help communicating complex financial topics like Roth conversions to your clients? In this throwback episode, Matthew and Micah share tips on effective communication methods. Instead of overwhelming your clients with information, learn how to communicate succinctly and purposefully to ensure they make informed decisions. Tune in: https://zurl.co/QxJ6 #ClientCommunication #RothConversions #FinancialAdvisors

In this insightful episode, guest Jeff Panik, CFP?, MSFS, CRPS of Balance Wealth Partners and host Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. https://lnkd.in/gzpMEyaw ? In this episode, you will be able to: ? Understand the importance of building "stickiness" with clients for long-term engagement. ? Discover actionable strategies to enhance client relationships and establish trust. ? Learn how to involve family members or business partners in planning for seamless client transitions. ? Gain insights into effective communication between CPAs and financial advisors for better client outcomes. ? Hear about best practices in hosting family meetings to secure intergenerational connections. ? For more information or to reach out, contact Jeff Panik, CFP?, MSFS, CRPS via his website at https://lnkd.in/gku7zRgu

Are you feeling overwhelmed by figuring out how to effectively use video in your financial advising practice? Laura Garfield from Idea Decanter has the answers in the latest episode of The Breakthrough Advisor?! Laura dives into real-life examples, like transforming a simple personal update into a memorable client connection. So, tune in today and learn why shorter attention spans demand shorter videos – and how this can work to your advantage: https://bit.ly/4fDm26D #TheBreakthroughAdvisor? #FinancialServices #ClientEngagement #VideoStrategy #MarketingTips

At #InsurMark we can collaborate so you can see the exponential growth we can create. ?? DM me to learn more about how we can work together.

Mistakes happen, but how you handle them defines your credibility! Building a strong reputation in financial advisory ensures success and long-lasting relationships with clients. How can you achieve this? Tune in to Jamie’s latest episode, and she’ll tell you! https://zurl.co/FU9c #Accountability #ClientRelationships #FinancialAdvisors