Podknife - The Right Value And The Right Clients with Guest Jason Speciner by The Perfect RIA

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The Right Value And The Right Clients with Guest Jason Speciner

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 |: May 24, 2023
Episode Duration |: 00:26:48

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they’re the right fit for your firm, and who is the right fit for them. On today’s episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients.

https://bit.ly/44QEP9s

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