Discount Fee - Then Discount Advisor! [Episode 159]
The Perfect RIA - En podkast av Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, Micah is joined by a mastermind attendee who has made some big goals and incredible progress. Cameron Valadez from Planable Wealth joins the show to discuss his experience increasing fees AND value. You can find show notes and more information by clicking here: https://bit.ly/3tYYumH
