Follow Up Friday - When You Make Too Many Exceptions
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32