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Innhold levert av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Soft Skills, Hard Truths

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Manage episode 459065985 series 2482489
Innhold levert av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this week’s recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far more about emotional intelligence than technical prowess. In this week’s episode she shares how Matt and Micah unpacked the critical soft skills that transform client interactions from transactional to transformative. The key insight? Technical expertise can actually hinder initial client connections if not balanced with genuine relationship building. The overarching message is clear: successful financial advising is about connection, empathy, and genuine care.

Resources in today's episode:

- Episode Website - Don’t Worry, I Can Skip The Soft Stuff [Episode 289]

  continue reading

774 episoder

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Soft Skills, Hard Truths

The Perfect RIA

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Manage episode 459065985 series 2482489
Innhold levert av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this week’s recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far more about emotional intelligence than technical prowess. In this week’s episode she shares how Matt and Micah unpacked the critical soft skills that transform client interactions from transactional to transformative. The key insight? Technical expertise can actually hinder initial client connections if not balanced with genuine relationship building. The overarching message is clear: successful financial advising is about connection, empathy, and genuine care.

Resources in today's episode:

- Episode Website - Don’t Worry, I Can Skip The Soft Stuff [Episode 289]

  continue reading

774 episoder

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