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Client Relationships And Connections With Guest David Gow [Episode 249]
Manage episode 408705063 series 2482489
Contenu fourni par Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question.
Client Relationships And Connections With Guest David Gow [Episode 249] Resources in today's episode:
- The Complexity Curve with Guest Paul Saganey - Two Most Important Parts of a Surge Meeting
671 episodes
Partager
Manage episode 408705063 series 2482489
Contenu fourni par Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question.
Client Relationships And Connections With Guest David Gow [Episode 249] Resources in today's episode:
- The Complexity Curve with Guest Paul Saganey - Two Most Important Parts of a Surge Meeting
671 episodes
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Similaire à The Perfect RIA
Bloomberg Best features the best stories of the day from Bloomberg Radio, Bloomberg Television, and over 150 Bloomberg News bureaus around the world. Hosted by Ed Baxter and Denise Pellegrini.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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…
continue reading
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continue reading
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continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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Player FM - Application Podcast
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