The Perfect RIA
Strategic Client Onboarding and Enhancing Tax-Related Value
May 03, 2024
In this Follow-Up Friday episode, Amber is recapping this weeks highlights and action items, focusing on optimizing client meetings, communication, and value-driven planning. Matt and Michael stresse
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew J
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