Jamie delves into the power of fear and how it holds us back from achieving greatness. She encourages reflection on moments of uncertainty and discomfort in their lives, emphasizing that fear of failure and lack of control often hinder progress. Have you asked yourself, “What if this works?” and taken steps to create a plan to overcome fears and pursue your dreams? And are you surrounding yourself with supportive people and like-minded professionals? Don’t settle for mediocrity.
How to manage expectations and communicate the value of surge to new clients.
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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.
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