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2min chapter
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The Perfect RIA
Enhancing Client Relationships Through Stress Testing and Value Ads
This chapter discusses the critical role of stress testing in financial advising and introduces effective tools like the 1099 letter to strengthen client relationships. The speakers highlight the importance of proactive financial planning and upcoming events while encouraging ongoing engagement with listeners.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode