Follow Up Friday - Helping Team Members Triage Client Requests
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Helping your team to help you. https://bit.ly/3SgTJPx
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Helping your team to help you. https://bit.ly/3SgTJPx