The Perfect RIA

Amateur Hour


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When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don't take the time to practice, how do you know how to handle scenarios such as phones ringing or side talk? On today's Worlds To Conquer, Jamie walks through a recent rehearsal in her office for a client event and why you always need to be prepared for imperfect conditions.

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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