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Implementing Surge Meetings with Taylor Schulte

Implementing Surge Meetings with Taylor Schulte

The Perfect RIA · Matthew Jarvis & Micah Shilanski

October 12, 202038m 25s

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Show Notes

Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now owns his own practice, and he's here to share how he turned his business around through creating processes, hiring a team, and implementing surge meetings.

You can find show notes and more information by clicking here: https://bit.ly/32TMmWI