13min chapter

The Perfect RIA cover image

Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima

The Perfect RIA

CHAPTER

Getting Involved in the Financial Planning Community

The speakers discuss the importance of giving back to the advisory community and being part of something bigger than oneself. They highlight their involvement in various roles within the financial planning community and the value of building a positive online presence. They encourage listeners to get involved in local financial planning chapters for networking and learning opportunities.

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