Wisdom Wednesday – DMV on Identity Theft
How to deliver massive value to a client whose identity has been stolen.
Recommended Podcast
Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?
Keep calm (stick to the process) and schedule on.
See More
Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
See More
Encore Episode: What Is The Perfect RIA?
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.
See More