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How To Communicate Your Value To Clients [Episode 172]

The Perfect RIA

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What Should You Do After You Get Your CFP Designation?

The only person that cares about the designations behind your name are you and maybe your mother, though she doesn't know what they mean. And so my other is this, there was this belief. I feel for you and I both have some designations that we've long since abandoned. We thought, boy, if I just get one more designation, then I'll know how to deliver massive value. Yet that's not what the economics say. If it did, then every CFP out there would be equal. You would see this huge thing across the board that we see there's too many clients that's out there. There's not enough CFPs.

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