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.

Recommended Podcast

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

Accurate financial reporting is crucial in M&A.

See More

Encore Episode: You Said What In A Client Meeting?!

Setting your client and yourself up for success with clear communication.

See More

Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

See More

Contact Us