אודות פרק זה
![Things Will Go Wrong: Now What? [Episode 363]](https://cdn-images-3.listennotes.com/podcasts/the-perfect-ria/things-will-go-wrong-now-UnV_EDKxP-4-6V9kNfO2uw8.1400x1400.jpg "Things Will Go Wrong: Now What? [Episode 363]")
When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, gather facts, and take full ownership without making excuses. By maintaining proactive client communication and documenting solutions, advisors protect trust and preserve client relationships.
Things Will Go Wrong: Now What? [Episode 363]
Resources in today's episode:
Resources - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
אנגלית
ארצות הברית
תעתיק 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
פרקים אחרים בפודקאסט הזה
![Creating Welcoming Spaces for Clients [Episode 364]](https://cdn-images-3.listennotes.com/podcasts/the-perfect-ria/creating-welcoming-spaces-as71_zIPrVM-n670rBasgTp.1400x1400.jpg)
In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming environment for prospects, addressing DIY mentalities, and the significance of building credibility and integrity in client relationships. …
In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in business deals. They explore who should avoid deals, the importance of business growth, the risks associated with client concentration, and the …
In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving criteria for successful transactions. They explore the importance of understanding growth potential, the implications of earnouts, and the sig…
In this episode, Matthew Jarvis interviews Darren Whissen from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas. They explore the importance of compliance in alternative investments, how to effectively communicate with clients about these o…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Matthew Jarvis, CFP® & Micah Shilanski, CFP®, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
