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Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
The Perfect RIA
How to Execute a State Planning Process
Jarvis: I'm going to say you got to have a written process, right? You think you know what the process is in your mind. But starts with step one writing it down. Jarvis: Go buy that state planning class and get brushed up on a state planning right at 10. The RTS tax summit in the fall.
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