Encore Episode: When Value Adds Go Wrong
At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well.
Matt and Micah will share the sometimes embarrassing mistakes that they've made while creating and sharing value adds. They'll share not only their experiences with what went wrong and why but how they…
The skinny
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