Mailbag [Episode 33]
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies they have in place. You can find show notes and more information by clicking here: http://bit.ly/2XdBH7p