As an advisor, you want to help people. You’re likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at what expense? In today’s episode, Jamie discusses why you need to set expectations and have clear rules that you follow so that you balance helping clients while still focusing on your growth and goals. Giving to others and helping them is important, but there is a point where that charity can be toxic and impact not only the value you’re delivering to clients but your profitability and the client as well.


Recommended Podcast

The Real Deal on Investments, Bookkeeping, and Succession Planning

Investments, bookkeeping, and planning for success.

See More


Taking your own advice.

See More

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

Delegating bookkeeping to elevate your business.

See More

Contact Us