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4min chapter
DIYers, Navigating Challenges and Delivering Value in Client Interactions
The Perfect RIA
Introduction
This chapter emphasizes the importance of clarifying what delivering value means in client interactions, particularly with prospects who are do-it-yourselfers. It explores the distinction between value and volume and provides actionable advice to help clients achieve their goals.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode