Sign up to save your podcasts
Or
Share Value Adds Don't Always Add Value [221]
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Value Adds Don't Always Add Value [221]
Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.
View all episodes
By Jordan Haines, CFP®
4.8
3535 ratings
Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
Behind The Advisor
138 Listeners
Masters in Business
2,178 Listeners
The Meb Faber Show - Better Investing
941 Listeners
The Retirement and IRA Show
742 Listeners
Small Business Tax Savings Podcast
260 Listeners
The Peter Attia Drive
8,603 Listeners
The Perfect RIA
462 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
244 Listeners
Barron's Advisor
114 Listeners
The Advisor Journey
25 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
135 Listeners
The Morgan Housel Podcast
991 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
144 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
25 Listeners