Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous encounter with an individual who had previously managed a staffing agency, highlighting how their expertise proved to be a wellspring of knowledge for her. Jamie also unveils a strategic action item she took from the conference and emphasizes the importance of acknowledging and complimenting those who excel, even in the midst of their daily grind. Ultimately, she imparts the powerful message that meaningful connections, curiosity, and the sharing of knowledge with others can unlock a world of possibilities.

Recommended Podcast

The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan 

We don’t invest in projects

See More

Head Trash: Overcoming Mental Barriers in Advising  [Episode 355]

Focus your conversations on value

See More

Building a Collaborative Financial Firm With Matthew Daugherty 

The Dangers of Competing on Price

See More

Contact Us