Follow Up Friday - TPR Live Event Recap
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Have you gone through the practice analyzer to take a deep dive into your practice to see where you’re spending your time and energy? Have you thought about how simplifying terms and making finances fun can empower a younger generation? What steps are you taking to make sure your team is constantly growing? Listen in as we recap this week’s highlights and action items. https://bit.ly/3zHt1YS