The Perfect RIA

Why Are Value Adds Amazing?! [Episode 182]


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Value adds aren't a catchphrase; they're a way to provide specific, actionable advice to clients. But as with anything you choose to implement in your office, value adds should not only be systematized, but they also need your team's involvement. On today's episode, Matt and Micah will talk about how while value adds take time, by producing them, you're providing an opportunity for your clients to see the work you do for them as well as empowering them to take control of their finances.

Listen in as they discuss that value adds don't need to fit 100% of your clients and that the most important step you take is to do them. They'll also share what you need to take into consideration when providing value adds, such as your team's understanding and quality control.

https://theperfectria.com/podcast/182

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

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