THE PERFECT RIA |Worlds to Conquer - Defining Value With Your Team

Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today’s episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn’t value.

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How Investments Work With Your Clients [Episode 255]

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Structured onboarding and tax planning strategies.

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

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Worlds to Conquer – Defining Value With Your Team

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Strategic Client Onboarding and Enhancing Tax-Related Value

Creating Value Adds from the Tax Return

Contact Us