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

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

See More

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

See More

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

See More

Contact Us