Once you realize what these symptoms are, you will be able to actively AVOID making that BIG MISTAKE too.
In true The Perfect RIA fashion, Matthew Jarvis, CFP® and Micah Shilanski, CFP® will not just tell you what the mistake is, they will give you actionable advice on how you can take steps towards detecting the symptoms in your practice and avoiding the mistake.
While knowing your mistake might be the first step to recovery, all success comes from ACTION! In this Power Session, Matt and Micah will also be sharing not only the action steps to correct this mistake but the exact scripts, templates, processes, and documents they use in their respective practices to REACH THEIR GOALS!
Get ready to LEARN from the best and, more importantly, IMPLEMENT what will work in your own practice.