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More About This Episode:
Today’s guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author, and mother of four. She wrote, “Money Boss Mom” and the “Milton the Money Savvy Pup” series.
Jamie and I discuss how she has managed to achieve organic growth online. She shares the importance of setting up a personal system that enables advisors to better manage their time and business.
Join us today to learn about these things:
How her parents’ bankruptcy sent her on a path to join the financial industry. (1:12)
How organic content has helped her scale her business. (6:50)
How to maximize the way you work and recognize what may be getting in your way. (19:32)
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More about our guest:
Email: travis@travisparry.com
