The Perfect RIA

Corona Virus [Episode 69]


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When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them feel comfortable with the plans we have set in place for their financial goals? Today Micah and Matthew are talking about global pandemics and sharing tips on how to properly address panic with your clients. You can find show notes and more information by clicking here: https://bit.ly/2VUtUud

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

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