Podknife - What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat by The Perfect RIA

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What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

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 |: Mar 29, 2023
Episode Duration |: 00:30:09

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.

http://bit.ly/3JE0gBT

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