Worlds to Conquer - Defining Value With Your Team
The Perfect RIA · The Perfect RIA
February 2, 202328m 58s
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Show Notes
Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today's episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn't value.