THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Differentiate yourself from competitors by identifying and communicating your unique value proposition.
  • Educate prospective clients about the value you provide and why it matters to them.
  • Design a process that is safe, pressure-free, and allows clients to make their own informed decisions.
  • Add value at every step of the prospect process to build trust and demonstrate your expertise.
Table of Contents

In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for prospective clients. John emphasizes the need to differentiate yourself from competitors and educate clients about the unique value you provide. By guiding clients through a safe and pressure-free process, Financial Advisors can build trust and help clients make decisions that align with their values and goals.

Resources In Today's Episode:

– Matt Jarvis: Website | LinkedIn
– John Barron: LinkedIn | Website
– TPR Podcasts: With Guest John Barron and Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs

 

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