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We Don't Need Surge, We Need Prospects [Episode 192]

The Perfect RIA

00:00

Do We Do What We Say We're Gonna Do?

"I wanna explain what the next 12 months of our relationship looks like," he says. "They already have this tradition of knowing, hey, Jarvis does what he says he's gonna do because he's always reminding us." He adds: "Now is the time to set all of these standards and to be able to adhere to those going forward"

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