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.

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