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Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Encore Episode: Why Advisors Lose Clients

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Manage episode 496404626 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this encore episode, Jamie Shilanski introduces the ‘rule of two,’ a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility can negatively impact client satisfaction.

The episode goes beyond simple dos and don’ts. Jamie dives into the importance of meaningful communication and challenges advisors to go beyond surface-level interactions, emphasizing that genuine connection comes from addressing the heart of clients’ questions and worries.

Encore Episode: Why Advisors Lose Clients

  continue reading

835 episodes

Artwork
iconShare
 
Manage episode 496404626 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this encore episode, Jamie Shilanski introduces the ‘rule of two,’ a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility can negatively impact client satisfaction.

The episode goes beyond simple dos and don’ts. Jamie dives into the importance of meaningful communication and challenges advisors to go beyond surface-level interactions, emphasizing that genuine connection comes from addressing the heart of clients’ questions and worries.

Encore Episode: Why Advisors Lose Clients

  continue reading

835 episodes

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