Follow Up Friday - Client Graduation
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG