Follow Up Friday - What Do You Do Once The Prospect Says ‘Yes!’?
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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What you need to know about onboarding. https://bit.ly/3Veoiac
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
What you need to know about onboarding. https://bit.ly/3Veoiac