The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Core Values With Guest Ross Welte
23 minutes Posted Jun 28, 2023 at 7:00 am.
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Show notes

Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today’s episode, Matt is joined by Ross Welte from 5 Stone Financial Group to talk about why choosing to take action helps you to keep improving. Ross will also share how he and his business partner use core values as a filter for every business decision that they make, including which clients they choose to work with.

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