Jamie is sharing that in a world of financial advisors claiming to be “comprehensive,” they’ve done a terrible job distinguishing what they do and who they serve. It’s like trying to find your way in a maze of financial jargon. Instead, her approach is to be a client’s financial lifeline from day one – they’re not just here for the big decisions; they’re the 411 and the 911. She’s also sharing some hard-to-notice realities: You’re likely great at helping others, but you’re terrible at taking care of yourself. That includes looking at your succession plan because it’s not just about retirement at 65; it’s about preserving those relationships you’ve built over a lifetime. So, stop taking things for granted and give yourself the same TLC you give your clients.

Recommended Podcast

Maximizing Valuations and Smart Business Planning

Understanding valuations and the proper way to structure your business.

See More

How Your LLC Fails

Protecting your business.

See More

Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]

Insights into practice valuations and options for growth.

See More

Contact Us