What Makes a Portfolio Successful and the Rule of Two

The Perfect RIA

Innehåll tillhandahållet av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

3M ago 8:15

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In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors overly focused on investments due to difficulties providing value in other areas? They challenge the traditional mindset, suggesting that true success lies not in beating the market, but in creating portfolios clients can confidently stick with long-term.

Thursday's episode introduces Jamie's valuable "Rule of Two" concept for strengthening client relationships. This simple yet powerful rule suggests that when a client asks the same question twice, it's time to pick up the phone. Jamie explains why repeated inquiries often signal underlying concerns and how personal communication can demonstrate your value and boost client retention.

Resources in today's episode:

- Episode Website - All Investment Management is Playing Office [Episode 267] - Why Advisors Lose Clients

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#Trading #Business News #Business #Financialadvisor #Financialplanner #Growmypractice #Matthew Jarvis & Micah Shilanski #Matthew Jarvis #Micah Shilanski #News #RIA