What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat
The Perfect RIA · The Perfect RIA
March 29, 202330m 9s
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Show Notes
Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week's What Works Wednesday, Matt is joined by Paul Moffat, President of Arista Wealth Management, to discuss why being a proactive advisor puts you head and shoulders above every other person in your client's life. Matt and Paul will also discuss why a simple excel spreadsheet can help you and your team track your clients and prospects and see how you can deliver value.