On this episode of The Perfect RIA, co-host Matthew Jarvis is joined by Reese to talk about how to bring more human connection into financial advice. There is an expectation that you will give long-term financial advice, but Reese explains why real client trust comes as you look for ways to connect on an emotional level.
Reese illustrates how a good client experience starts when you explain that what you do is more than just financial planning. He spells out how detailing the many functional jobs you complete for a client can make your value more tangible for them. Then hear why he feels you need to go above and beyond doing those jobs to counsel your clients on the emotional aspects of how they feel about their money.