The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Follow Up Friday - What Is Too Much Value?
12 minutes Posted Mar 3, 2023 at 8:00 am.
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Show notes

If you think you’re delivering too much value (really??!), it may just be that you’re failing to deliver it correctly. When you’re creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions?  Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

What Is Too Much Value? [Episode 193]

What Works Wednesday - Client Events With Chad Hufford

Worlds to Conquer - Your Surge Questions Answered

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