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The Challenge! Who Delivers More Value? [Episode 166]

The Perfect RIA

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I Love That Level of Detail, Mica.

Sronor: I love when a prospect says, hay, i'm going to compare to multiple advisers. And i aways tell them, i say, great news. I'll do my financial plan so that you have these actionems. Take it, study it, and then go interview whoever you'regong to iyow,. Don't show them my work, because that's cheating, right? Letting them see what i'm doing, have them come up with whatever their plan is. You just compare those two. Whichever one makes more sense to you, that's who you should go with. No one thinks i will add to prospects saying, hey, if you

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