Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: Asking Questions That Matter For Estate Planning [Episode 137]
Pub date: 2022-01-17

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This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.

You can find show notes and more information by clicking here: https://bit.ly/3Jfl6VN

The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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Asking Questions That Matter For Estate Planning [Episode 137]