THE PERFECT RIA |Worlds to Conquer - Defining Value With Your Team

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.

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Worlds to Conquer – Defining Value With Your Team

Recommended Podcast

Creating Value Adds from the Tax Return

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

How Relationships Fuel Growth and The Role of Accountability

Contact Us