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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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What Are Your Questions and Concerns on Your Mind?

Lewis Klein: I want to create that mindset of, Hey, we're here to talk about what's on your mind. And if you give me those things in advance, I can be better prepared. He says his office uses Calendly for scheduling and then each confirmation email is the very first thing at the top. "I'm really trying to draw out what are they thinking about? Because that's where I want to spend my time"

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