How To Break Your Fee Process [Episode 133]

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Categories:

Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for learning opportunities to ensure they have the best processes available in place. So, in this episode, they will be discussing the importance of owning up to and learning from your mistakes, as well as a recent issue Matthew faced with a fee increase - and how he resolved it. You can find show notes and more information by clicking here: https://bit.ly/3xn6TAY