Surge Meetings [Episode 77]
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and today they explain their reasoning behind their response to this query, as well as why there is always a good reason to switch to surge. You can find show notes and more information by clicking here: https://bit.ly/2SSx0wx