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Latest / The Perfect RIA

Mailbag [Episode 33]

This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies they have in place.

You can find show notes and more information by clicking here: http://bit.ly/2XdBH7p

The skinny

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