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Jamie Lima returns to the Only Fee Only podcast to share how his firm has grown. As founder of Woodson Wealth Management and Allegiant Divorce Solutions, Jamie combines financial planning with divorce-focused advice to help clients navigate complex situations.
He offers mediation for peaceful splits and detailed analysis for cases involving pensions, retirement accounts, and other tricky assets. Jamie also uses short-form video on TikTok and social media to bring in new clients—sometimes over 100 a month.
His advice for new advisors: “If it’s not a ‘hell yes,’ it’s a no.” Follow Jamie on LinkedIn to learn how specialized planning can make a big difference.
Jamie's social:
https://www.linkedin.com/in/jamielima/
x: https://x.com/JamieMLima
music in this episode was obtained from Bensound
5
1515 ratings
Jamie Lima returns to the Only Fee Only podcast to share how his firm has grown. As founder of Woodson Wealth Management and Allegiant Divorce Solutions, Jamie combines financial planning with divorce-focused advice to help clients navigate complex situations.
He offers mediation for peaceful splits and detailed analysis for cases involving pensions, retirement accounts, and other tricky assets. Jamie also uses short-form video on TikTok and social media to bring in new clients—sometimes over 100 a month.
His advice for new advisors: “If it’s not a ‘hell yes,’ it’s a no.” Follow Jamie on LinkedIn to learn how specialized planning can make a big difference.
Jamie's social:
https://www.linkedin.com/in/jamielima/
x: https://x.com/JamieMLima
music in this episode was obtained from Bensound
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