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.
Being intentional with your time and staying on track instead of playing office.See More
What is stopping most people from achieving a level of greatness?See More
Where do you fall on delivering tax value to your clients?See More