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A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]

The Perfect RIA

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Do You Need to Do Your Taxes Before You Leave the Office?

All dictation must be done before the adviser leaves the office. If you're wokin with r t s, they're going to take care of it for you. Don't just write ot on the home work sheet. Pro tip: Go stick it and excel.

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