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The Perfect RIA

The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]

Aug 19, 2024
Matthew Jarvis chats with Aaron Palmer, a financial advisor who has successfully merged his professional journey with personal growth. Aaron reveals a straightforward yet impactful strategy to enhance client relationships, emphasizing empathy and proactivity. He shares his personal battle with addiction, highlighting how overcoming it has transformed his career perspective. The conversation covers the importance of strategic delegation and proven success methods, giving advisors tools to focus on high-value activities and improve client satisfaction.
18:00

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