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3min chapter
The Fees Are Only Up Because The Market Is Up… [Episode 297]
The Perfect RIA
Elevating Value in Financial Planning
This chapter explores the critical importance of delivering true value to clients in financial planning, extending beyond mere financial concerns. The speakers discuss long-term care impacts and motivate advisors to strengthen their value proposition, encouraging effective communication of their worth to clients.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode