Giving Out My Cell Phone Is How I Add Value [Episode 142]

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actually thwarting massive value? In this episode, Matthew and Micah chat about how to delineate between the different types of communication and how you can add massive value without being on speed dial. You can find show notes and more information by clicking here: https://bit.ly/3Ilrc6j