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How To Communicate Your Value To Clients [Episode 172]

The Perfect RIA

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Introduction

Mikey Shalinsky: Most advisors don't know what to say in client meetings. Matthew Jarvis: I struggled for years to figure out a solution as to what do I talk about on a routine basis with clients and Jarvis, I got to step back. The behavioral finance didn't get any of that stuff either; so really it was this pain and suffering went through slogging through the mud.

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