Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how this work during surge. She also shares that you need to trust in your processes, your system, and trust in your team and why creating a financial plan is similar to building a house.

Recommended Podcast

Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]

You have no idea what you’re capable of!

See More

Encore Episode: Client Relationships And Connections With Guest David Gow

Building trust with powerful questions.

See More

The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

See More

Contact Us