Worlds to Conquer - Defining Value With Your Team

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

Categories:

Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today’s episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn’t value. http://bit.ly/3ZSwBen