The Perfect RIA

Follow Up Friday - What Is Too Much Value?


Listen Later

If you think you’re delivering too much value (really??!), it may just be that you’re failing to deliver it correctly. When you’re creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions?  Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

What Is Too Much Value? [Episode 193]

What Works Wednesday - Client Events With Chad Hufford

Worlds to Conquer - Your Surge Questions Answered

http://bit.ly/416shZm

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

450 ratings


More shows like The Perfect RIA

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Behind The Advisor by XYPN

Behind The Advisor

135 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

556 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,984 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,050 Listeners

The Long View by Morningstar

The Long View

875 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

Ask The Compound by The Compound

Ask The Compound

298 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

120 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

119 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

20 Listeners