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.
Tax planning mistakes and team communication.
See MoreThe need for consistent and respectful follow-up
See MoreWhy intentional tax planning is necessary.
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