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

The Complexity Curve with Guest Paul Saganey

Asking thought-provoking questions and the art of visualizing and addressing client challenges.

See More

Throwback: Asking Questions That Matter For Estate Planning

How to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.

See More

Mastering Communication, Delegation Secrets, and Personal Growth

Mastering communication skills to impact your client and prospect meetings.

See More

Contact Us