Podknife - Asking Questions That Matter For Estate Planning [Episode 137] by The Perfect RIA

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Asking Questions That Matter For Estate Planning [Episode 137]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Jan 17, 2022
Episode Duration |: 00:38:38

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.

You can find show notes and more information by clicking here: https://bit.ly/3Jfl6VN

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