What you’ll learn in this episode:
At The Perfect RIA, we’re all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well.
Matt and Micah will share the sometimes embarrassing mistakes that they’ve made while creating and sharing value adds. They’ll share not only their experiences with what went wrong and why but how they learned from these mistakes and made their processes better. Listen in as they discuss how planning, team discussions, and doing what works can make value adds a success with your clients.
Asking thought-provoking questions and the art of visualizing and addressing client challenges.
See MoreHow to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
See MoreMastering communication skills to impact your client and prospect meetings.
See More