THE PERFECT RIA |Worlds to Conquer - Your Surge Questions Answered

Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week’s Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge.

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Worlds to Conquer – Your Surge Questions Answered

Recommended Podcast

Bad Ways to Answer Clients [Episode 256]

Crafting Your Investments and Marketing Communication

When Marketing Works

Contact Us