Delegation 101 [Episode 199]
The Perfect RIA
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How to Make Sure Your Documentation Is Correct
Jarvis: Almost anything can be boiled down to one sheet of paper and ideally it's more questions than it is answers. He says a lot of advisors get stuck before they think, all right, what I need to do is have a detailed 27-page checklist for every possible scenario. "If you're going to spend money and needs to be on prospecting and marketing, that's where your money should go," he says.
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