The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Worlds to Conquer - When #$@# Goes Wrong
30 minutes Posted May 11, 2023 at 7:00 am.
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Don’t kid yourself. You know that it’s not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full on panic mode and is your team trying to appease a client, and in reality only making it worse? On today’s Worlds To Conquer, Jamie goes through the steps of how to handle those situations and how to come together as a team to make sure they don’t happen again.

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