It’s summer, and you’re outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today’s episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you’re hyper-focused so you can create and maintain your lifestyle practice.
Keep calm (stick to the process) and schedule on.
See MoreBuilding trust through personal stories.
See MoreMatthew 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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