Estate Planning and Fall Surge [Episode 163]
The Perfect RIA - Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully. They share specifically how key your estate planning process is and where you absolutely need to be involved as an advisor. You can find show notes and more information by clicking here: https://bit.ly/3J6BEzO
