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

Encore episode – Client Segmentation

The importance of being intentional with your decisions in business.

See More

Navigating the New Era of Financial Advisory With Peter Velardi

Understanding the Value of Your Financial Practice

See More

Work-Life Balance with Guest Dustin Frost [Episode 312]

Mastering Productivity with Dustin Frost

See More

Contact Us