Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis
Financial Advisor Success
Is That Your C Client? Is It Your a Client?
Refunding last quarter's fee, which on the one hand just makes it a little bit more gracious on the exit if you're building an advance decking into anyways. I'm struck there as well that you said, like, look, we've already gone and found two other advisors in the area who already does, two already to service you. So it's, it's,It's a more graceful transition. As you noted, like for all of us, basically no matter where you are in the spectrum, like your C client is someone else's A Client.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
