We Don't Need Surge, We Need Prospects [Episode 192]
The Perfect RIA
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Is This Your Only Client?
Jarvis: I constantly tell our clients, this is our process of success. It's to go through estate planning, risk management, retirement income, investments, and taxes. Then anytime a client wants to go outside of that for any reason, it says, hey, we can obviously have that conversation,. But please understand we have a process of success for a reason. So if you have any question, the team is empowered to help you. Some questions maybe just for a financial plan, just for me, and they won't be able to answer them.
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