THE PERFECT RIA

Beginning a month-long series all about onboarding brand new clients.

 

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The Art of Taking Time Off [Episode 309]

Mastering vacation as an advisor

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Encore episode – You Drank a Soda in a Client Meeting?!?

Micah and Matthew will be discussing several things you should and shouldn’t do in client meetings.

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Bonus Episode: The Numbers Behind Financial Success

How to talk to clients whose accounts go down in value.

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