Podknife - Worlds to Conquer - Defining Value With Your Team by The Perfect RIA

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Worlds to Conquer - Defining Value With Your Team

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 |: Feb 02, 2023
Episode Duration |: 00:28:58

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.

http://bit.ly/3ZSwBen

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