Follow Up Friday - Asking Questions That Matter For Estate Planning
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Categories:
Follow-up items to focus on regarding rockstar questions. https://bit.ly/34RWEdE
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Follow-up items to focus on regarding rockstar questions. https://bit.ly/34RWEdE