The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Unique Forcing Mechanisms with Guest Dave Zaegel
25 minutes Posted May 31, 2023 at 7:00 am.
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Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you’re wasting your time and the impact it’s having on your practice? On today’s episode, Matt is joined by Dave Zaegel from CWOs for Hire to share how running both a tax practice and financial planning firm forced him to be hyper-intentional with his time and how his tax background has added to the value he’s able to provide his clients.

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