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

The Impact of Health on Career Decisions With Shelby Nicholl

I backed into intentionality.

See More

Don’t Worry, The Estate Planning is Done [Episode 360]

You don’t really know your value

See More

Decoding Financial Advisory Roles With Brad Wooten

I backed into intentionality.

See More

Contact Us