Follow Up Friday - Client Segmentation
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD