When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On today’s episode, Jamie will take you through a step-by-step process of figuring out what that goal should be (hint: it should scare you) and how to make it a reality.
Building 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.
See MoreJust keep doing what you’re doing
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