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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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Coaching Clients - How Do Value Ads Work?

When you onboard a new client, is it more just quarterly where everyone gets the same value add? Most of our coaching clients are just adapting the ones that we're doing because we've already created them. So yeah, their tough value ads are tough to create. You really need a system. They're tough to imagine. But I'm always excited to see new ones. Love it.

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