Surge is a hyperfocused time for you and your team, but once it’s done, do you feel uncertain about how to make sure you’re focused on your goals and moving the needle? On today’s Worlds To Conquer, Jamie walks through a perfect week for a financial advisor that will help you stay on track, spend more time with those you love, and still be available for your team.
How to manage expectations and communicate the value of surge to new clients.
See MoreMoney is a tool to be used.
See MoreWhen it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
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