If you think you’re delivering too much value (really??!), it may just be that you’re failing to deliver it correctly. When you’re creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions?  Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

What Is Too Much Value? [Episode 193]

What Works Wednesday – Client Events With Chad Hufford

Worlds to Conquer – Your Surge Questions Answered

Recommended Podcast

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

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Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

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Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

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