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Why One Percent Is For Discount Advisors? [Episode 354]

The Perfect RIA
Dela

In this episode, Matt and Micah discuss the critical importance of understanding and communicating value in the financial advisory industry. They explore the common issue of advisors undervaluing their services and the integrity required in pricing. Through real-life examples and personal anecdotes, they emphasize the need for advisors to establish clear fee structures and maintain consistency in their pricing strategies. The conversation also highlights the significance of aligning team members with the firm's value proposition and the dangers of competing solely on price.

Why One Percent Is For Discount Advisors?  [Episode 354]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

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Podden och tillhörande omslagsbild på den här sidan tillhör Matthew Jarvis, CFP® & Micah Shilanski, CFP®. Innehållet i podden är skapat av Matthew Jarvis, CFP® & Micah Shilanski, CFP® och inte av, eller tillsammans med, Poddtoppen.