Surge is a hyperfocused time for you and your team, but once it’s done, do you feel uncertain about how to make sure you’re focused on your goals and moving the needle? On today’s Worlds To Conquer, Jamie walks through a perfect week for a financial advisor that will help you stay on track, spend more time with those you love, and still be available for your team.

Recommended Podcast

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

Accurate financial reporting is crucial in M&A.

See More

Encore Episode: You Said What In A Client Meeting?!

Setting your client and yourself up for success with clear communication.

See More

Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

See More

Contact Us