THE PERFECT RIA |Follow Up Friday - We Don’t Need Surge, We Need Prospects

Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team’s perspective? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

We Don’t Need Surge, We Need Prospects [Episode 192]

What Works Wednesday – Creating A Surge Process That Works For You With John Mason

Worlds to Conquer – A Detailed Look At Surge

Recommended Podcast

Enhancing Client Communication and Interactions

Answering questions with confidence and understanding from experience.

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

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Follow Up Friday – We Don’t Need Surge, We Need Prospects

Recommended Podcast

Enhancing Client Communication and Interactions

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Bad Ways to Answer Clients [Episode 256]

Contact Us

Join our Program

Who referred you?