Surge Week - How to Add Value to Your Meetings [Episode 48]

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

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Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly. You can find show notes and more information by clicking here: http://bit.ly/2AXDhgU