Tips from the Trenches - 2nd Opinion
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2