Podknife - Trust But Verify by The Perfect RIA

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Trust But Verify

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 |: Nov 16, 2023
Episode Duration |: 00:46:16

Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She’s outlining Surge and how it revolves around the best time for clients, as well as her recent experience in delivering a value add on estate planning.

Jamie shares the benefit that practicing and preparedness offers not only your clients but your team as well so that you can deliver massive value.

https://bit.ly/478bd8b

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