Owning Up: Navigating Accountability After Client Mistakes

What You'll Learn In Today's Episode:

  • Implementing Surge in a financial advisory practice allows for deep-focus work and efficient document gathering.
  • Hiring military wives and dependents can be a valuable addition to a team, especially in a hybrid or remote work environment.
  • Being transparent and accountable for mistakes is crucial in maintaining client trust and satisfaction.
  • Building a strong reputation and integrity in the financial advisory industry is essential for long-term success.

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.

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