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How To Communicate Your Value To Clients [Episode 172]

The Perfect RIA

00:00

Do Value Ads Really Work?

Jarvis: I actually need to give some compliments out to the regulatory bodies that we respond to. He says he started doing quarterly value ads after being audited by state of Washington's before becoming an SEC registered RA. "All compliance comes down with some ridiculous thing that we just have to comply with," Jarvis says.

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