• Ranking Value Adds: Easy Wins and Game Changers [Episode 304]

  • Apr 14 2025
  • Duración: 26 m
  • Podcast

Ranking Value Adds: Easy Wins and Game Changers [Episode 304]

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  • Resumen

  • In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to complex - where it might require a few extra cups of coffee. They reveal how these reports can transform client comprehension from confused head-scratching to confident nods of approval. The conversation ventures through the often-neglected territory of survivor income planning, the delicate art of long-term care discussions, and the absolute necessity of keeping beneficiary information current. Their message is crystal clear: implement one value add per quarter, start small, and watch your practice transform.

    Ranking Value Adds: Easy Wins and Game Changers [Episode 304]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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