There’s more to life than AUM — assets under management — to understanding the success of you and your firm. Listen in to learn more.
Today is your lucky day! Take this quiz and find out what the #1 success killer is in your practice. Identify the pain points that are slowly killing your RIA and preventing you from achieving success, in only 2 minutes.
Whether it is time management, processes, value adds, or your marketing, unlock access to some of the premium resources Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, have already implemented (successfully!) and are sharing with our members.
Building trust through personal stories.
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Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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Just keep doing what you’re doing
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