The Challenge! Who Delivers More Value? [Episode 166]

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

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Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are flying. Matthew put together a challenge between advisors to create a financial plan in 30 minutes on stage. Get out your gloves and listen in to hear about why he’s doing that and what we can all learn from other advisors. You can find show notes and more information by clicking here: https://bit.ly/3w9ARZB