How To Communicate Your Value To Clients [Episode 172]
The Perfect RIA
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How to Deliver Massive Value to the Center of Influence
We're actually working with Stephen Jarvis CPA to do an entire white paper on what taxes tax advice versus not, but this can be a gray area. And so we want to make sure that these are positioned as educational pieces,. We should be getting ready with our 1099 letters for January. But again, we're looking for streamlining. How do we deliver massive value to the center of influence?
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