Worlds to Conquer - Surge And Questions For Your Team

The Perfect RIA - Ein Podcast von Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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You can’t assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today’s episode, Jamie discusses why you need to have up-periscope meetings and check in with your team. She’ll share three questions that you can ask them that will deliver a better experience to your clients. http://bit.ly/3DFAmu5

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