Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, and even family members. She emphasizes the significance of using words that simplify complex topics that will have a lasting impact on clients. Jamie shares several go-to phrases that help create collaborative experiences, empower teams, and initiate meaningful conversations. By mastering these communication techniques, you can build strong client relationships and confidently navigate tough conversations.

Recommended Podcast

Decoding Delegation, Client Themes, and Hiring Wisdom

Leadership secrets, effective delegation, and successful team management strategies.

See More

You Promised What?!

Hiring truths: no promises and earn your place.

See More

The Power of Working in Themes with Guest Libby Greiwe

The power of themed financial planning and continuous client education.

See More

Contact Us