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The "Perfect" Way to Rollover a 401(k) [Episode 109]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
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Show Notes
Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach this, including the "right" and "wrong" ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a rollover.
You can find show notes and more information by clicking here: https://bit.ly/3rdkQfK