Follow Up Friday - Surge Meetings Can't Work
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Action items to help you implement surge meetings. https://bit.ly/3qxMho8
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Action items to help you implement surge meetings. https://bit.ly/3qxMho8