Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis
Financial Advisor Success
00:00
I Love the Value at Idea, How Do I Do It?
Every single client's going to get a little letter that just says, you know, like here's your assets. And so we used to do it in my office with Excel. We would download all this data and massage it in Excel. But then working with Mike and Shielanski in the perfect RA, we've built it into a web platform. You can really easily push a button and generate this value at two real advantages.
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