Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the importance of a proactive approach, she’s highlighting the need to create a detailed timeline of events upon receiving any legal action.
Jamie stresses the significance of completing crucial steps, likening it to scenarios where clients may forget to execute wills or update beneficiary designations. She’s providing a practical perspective on handling legal challenges in both personal and professional spheres and encourages when faced with this situation to manage your emotions and initial reactions.
Building trust through personal stories.
See MoreMatthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
See MoreJust keep doing what you’re doing
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