Balancing Priorities and Protecting What Matters with Matt Mercer (Ep. 8)

What does a theater degree have to do with running a financial planning firm? In this episode, Jude Boudreaux and Caleb Arringdale sit down with Matt Mercer, Chief Operating Officer and shareholder at The Planning Center, to talk about leadership, priorities, and the hidden work that keeps client relationships running smoothly. Matt shares how his …

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