Is your head trash what’s stopping you from implementing surge and finding ways to deliver more value to your clients? If you’re going to implement surge, have you thought about steps to take to start or how to communicate how it’s beneficial to your clients? How does being surrounded by the knowledge of financial planning and positivity impact children? Listen in as we recap this week’s highlights and action items.

Recommended Podcast

It’s The End Of The World… What Do We Do?  [Episode 349]

Start with respect

See More

Why Every Advisor Needs to Create Content [Episode 348]

Start where you stand

See More

The Ethics of Business Transitions With Brian Hanks

Happiness comes after the discipline

See More

Contact Us