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.
The Real Deal on Investments, Bookkeeping, and Succession Planning
Investments, bookkeeping, and planning for success.