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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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Isn't That Tired?

When you're in that surge meeting mode and you just have 30 meetings, isn't it exhausting? How do you keep present? And how do you keep the momentum going? "I'm doing 50 to 60 meetings over the course of three weeks. It's super tiring," he says. Getting clients to give you their questions in advance really streamlines the meeting.

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