Coaching Your Clients Off the Ledge [Episode 17]
The Perfect RIA hosts have a few action items for delicately dealing with clients during rough financial climates and circumstances.
[#1 Let Clients Frame the Conversation]
Let the client direct the subject of conversation during meetings. This way, you let the client bring information to you: concerns, figures, facts, charts, you name it. The point being that you can let clients take the wheel and frame the conversation.
Don't jump to conclusions! This goes with the aforementioned information; making sure you understand the client's concerns first, and then responding accordingly, is very…
The skinny
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