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The Challenge! Who Delivers More Value? [Episode 166]

The Perfect RIA

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What's Your Next Step?

Financial planing soft weare. If i click this button, it'll do an extra thousand monte carlo analysis. It doesn't answer simple questions. And in my mind, which i can answer instantly with the buckets report. So now jarvis is going o steal this idea for our rumble,. But it's going to be on this thing, in this 30 minute finantia plan. By meeting me off-the-cuff and not trying to overwhelm them where there's a deer in eigtht they can't take action.

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