If you’re serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today’s Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice.

The Perfect RIA Nation Power Session – March 29, 2023 – Save Your Spot Today!

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

See More

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

See More

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

See More

Contact Us