How Do I Deliver Massive Value? [Episode 105]

The Perfect RIA - Podcast készítő Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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If you’re dealing with the head trash around delivering something truly valuable for clients, or you’re concerned about whether you’re doing what you need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more. You can find show notes and more information by clicking here: https://bit.ly/3puJh7G

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