Things Will Go Wrong: Now What? [Episode 363]

from The Perfect RIA · host The Perfect RIA

When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, gather facts, and take full ownership without making excuses. By maintaining proactive client communication and documenting solutions, advisors protect trust and preserve client relationships. Things Will Go Wrong: Now What? [Episode 363] Resources in today's episode: Resources - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Episode metadata supplied by the publisher feed · Published Aug 17, 2026

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Things Will Go Wrong: Now What? [Episode 363]

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