In this episode, Amber discusses the key takeaways from a recent podcast episode with a special guest, David Gow. David and Matt explored the role of a financial advisor and the importance of building trust with clients. David emphasizes the power of asking the right questions and understanding each client’s unique needs. Amber also shares insights from Jamie on Surge scheduling and the importance of being intentional with client meetings. She highlights the need for recovery and setting boundaries to avoid fatigue.
Money 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.
See MoreYour business plan was one of the best.
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