In today’s episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some effective ways to show more value to your clients and potential prospects so that they know their getting the best services possible.
Tune in to find out how you can create more value, and sharpen up your processes with your clients!