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How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

The Diamond Podcast for Financial Advisors

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Delivering Massive Value

Matt Klein: "I wanted the client to tangibly see on one page, what it is we're doing for them" The goal with a value ad or a finance plan, he says, is for the client to know exactly what action they need to take. He gives some examples of his clients' success stories and how that has helped him as well.

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