If you aren’t yet implementing value adds, you’re missing an opportunity to help your clients achieve their goals. But it’s important to make sure that when you start offering value adds, or if you’re already doing so, that they provide actionable advice. Have you also considered value adds for your clients with small businesses, or how important it is to explain LLCs to help them structure their business best? Are you in favor of hiring family members, or do you feel that’s a disaster waiting to happen? Listen in as we recap this week’s highlights and action items.

Recommended Podcast

Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

Make 2026 an amazing year.

See More

Encore Episode: Why Advisors Fail

The four rules of advisor success

See More

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Another myth bites the dust

See More

Contact Us