Encore Episode: Client Relationships And Connections With Guest David Gow — The Perfect RIA

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

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.

Encore Episode: Client Relationships And Connections With Guest David Gow

Resources in today's episode:

– Matt Jarvis: Website | LinkedIn
– David Gow: Website | LinkedIn