What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
The Perfect RIA
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I Love Doing Foreshadowing With My Clients
Jarvis: I love doing foreshadowing with my clients. It puts me in their future and says we're going to continue to work together. But then they get a glimpse of saying, hey, I actually have a plan over the next few decades to make sure they're getting value out of this relationship. That instills confidence again in this major life transition.
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