Professing Our Love for Kitces [Episode 97]

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

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Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incredible insight found in recent content on the Kitces website. They talk about how you could be doing a massive disservice to your clients if you’re going into meetings with a certain mindset—and how to avoid this. You can find show notes and more information by clicking here: https://bit.ly/32Sm4Ed