Trust But Verify - a podcast by Matthew Jarvis & Micah Shilanski, Finance Rockstars

Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She’s outlining Surge and how it revolves around the best time for clients, as well as her recent experience in delivering a value add on estate planning. 

Jamie shares the benefit that practicing and preparedness offers not only your clients but your team as well so that you can deliver massive value.

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Further episodes of The Perfect RIA

Further podcasts by Matthew Jarvis & Micah Shilanski, Finance Rockstars

Website of Matthew Jarvis & Micah Shilanski, Finance Rockstars