Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive

The Perfect RIA - Podcast készítő Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Podcast artwork

Kategóriák:

How to make sure your clients are an ideal fit. https://bit.ly/3kuCryW 

Visit the podcast's native language site