Show notes
In this episode, Jeff and Chris discuss:
- Communicating with clients during downturns.
- The beginning of RCA and how Chris got to where he is professionally.
- Nesting to grow your firm.
- Being involved in the lives of your clients to best be able to serve them.
Key Takeaways:
- You can win hearts and mindshare when you are proactive in your communication with your clients.
- When you retire, you are switching from getting a paycheck to not, it is important to understand where the money is coming from regularly.
- Putting your money in multiple buckets allows you to understand where the money is and still continue to grow.
- Provide a clear and concise plan that is customized to the client but repeatable.
"This world is getting more complex, not simpler…People just need, want, and desire to find a firm and a group that can help them and then be that firm that they can trust, that they know that you're doing the best job you can, and then they don't have to worry about that anymore." — Chris Kiley
Connect with Chris Kiley:
Website: https://www.rca-online.com/
LinkedIn: https://www.linkedin.com/in/chris-kiley-cfp%C2%AE-crps%C2%AE-4047b25b/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth