Xypn Radio

In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm amid the COVID pandemic of 2020. Jamie shares his unconventional path to gain marketing momentum, including how posting a profile on Thumbtack outperformed multiple marketing agencies. He also delves into his strategic hiring decisions, from bringing on an Operations Manager as a W2 employee to scaling his firm with 1099 advisors. Jamie Lima's insights are invaluable for anyone looking to start a firm. Get ready to take notes as we explore Jamie's innovative approach to wealth management and business growth. Tune in for a wealth of knowledge and practical advice in this insightful interview with Jamie Lima. What You’ll Learn From this Episode: Making quarterly calls