It’s summer, and you’re outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today’s episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you’re hyper-focused so you can create and maintain your lifestyle practice.
Tax planning mistakes and team communication.
See MoreThe need for consistent and respectful follow-up
See MoreWhy intentional tax planning is necessary.
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