
How To Communicate Your Value To Clients [Episode 172]
The Perfect RIA
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Estate Planning Value Ads - Personalized Value
Mike: If you don't have the business skills to figure out how to deliver that in a systematized way, it won't work. And since we're talking about value ads, I mean, one of the things that we can show on the webinar and go through is our estate planning value ad. Mike: We take their 70 pages of work and turn it into one page. It's like, this is with pictures. This is what happens when you die. This is where your money goes. Now you've got this one page illustration of their state documents. You can sit down with their family if they so choose and say, hey, let's talk from a single point
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