The Perfect RIA

Why Financial Undressing Matters [Episode 208]


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If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you’re doing a disservice to yourself and to others. On today’s episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone.

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

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