In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.
Topics We Cover Include:
- How Jim built himself, his team, and his business.
- Value investing and why it matters.
- Why having the right tools helps you serve your clients better.
- How to manage your clients' values.
- The behavioral side of planning.
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