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.

Recommended Podcast

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Another myth bites the dust

See More

Encore Episode: Tips from the Trenches – Taxes

figuring out a client’s taxes

See More

Tax Planning at Scale [Episode 339]

Are we making progress?

See More

Contact Us