Tips from the Trenches - Delivering Massive Value
The Perfect RIA - Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7
The Perfect RIA - Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7