The Perfect RIA

Worlds To Conquer - What Is BackStage Pass?


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Would you rather learn from someone who is a so-called expert or someone who truly knows what they're talking about and is willing to be transparent about what does and doesn't work? On today's Worlds To Conquer, Jamie is joined by Tracy Ottinger from The Perfect RIA to talk all things BackStage Pass! Listen in as they share information on this membership level, what you have access to, and how to use the resources we offer to improve your business.

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

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