Worlds To Conquer - New Client Onboarding - Setting Expectations
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Beginning a month-long series all about onboarding brand new clients. https://bit.ly/3E9Sg9k
The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Beginning a month-long series all about onboarding brand new clients. https://bit.ly/3E9Sg9k