Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She’s outlining Surge and how it revolves around the best time for clients, as well as her recent experience in delivering a value add on estate planning. 

Jamie shares the benefit that practicing and preparedness offers not only your clients but your team as well so that you can deliver massive value.

Recommended Podcast

Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

See More

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

Contact Us