THE PERFECT RIA |Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

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.

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Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

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How understanding your core values improves your life.

Fire Them Already!

Building a sustainable practice.

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Worlds To Conquer – Client Onboarding – Creating A Solid Foundation

Recommended Podcast

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

Fire Them Already!

Contact Us