![Ranking Value Adds: Easy Wins and Game Changers [Episode 304]](https://static.libsyn.com/p/assets/b/d/6/5/bd655fedd194a0afd959afa2a1bf1c87/2025-04-EP-304-20250414-7w1yrpp775.png)
Ranking Value Adds: Easy Wins and Game Changers [Episode 304]
The Perfect RIA · The Perfect RIA
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Show Notes
In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to complex - where it might require a few extra cups of coffee. They reveal how these reports can transform client comprehension from confused head-scratching to confident nods of approval. The conversation ventures through the often-neglected territory of survivor income planning, the delicate art of long-term care discussions, and the absolute necessity of keeping beneficiary information current. Their message is crystal clear: implement one value add per quarter, start small, and watch your practice transform.
Ranking Value Adds: Easy Wins and Game Changers [Episode 304]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn