In this episode of Worlds to Conquer: “You Can’t Say That!”, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mindset as you, as well as be open to improvement and constructive criticism.
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
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