How Are You Accountable When You Make a Client Mistake?

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. 

How Are You Accountable When You Make a Client Mistake?

Resources in today's episode:

- Surge Masterclass
- Radical Candor by Kim Scott