The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Words Matter
35 minutes Posted Jun 22, 2023 at 7:00 am.
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Show notes

Do your clients need financial credentials to understand what you’re saying because it’s all industry jargon? And if you think that hitting a certain number of words per minute equals a great client meeting, you may want to adjust your goals. In today’s episode, Jamie explains why what you say is so important, especially when responding to clients’ questions about not outliving their income in retirement.

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