Surge Meeting Mistakes [Episode 164]

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

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If you jump headfirst into the pool of surge meetings, you’re going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share the common mistakes they see people making when doing surge. You will get some great tactics that will ensure that your surge runs smoothly and effectively in the future. You can find show notes and more information by clicking here: https://bit.ly/3vqwfxO