THE PERFECT RIA |Tutorials - THE PERFECT RIA

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Invictus BackStage Pass Website Overview

Invictus Toolkit Overview

BackStage Pass Walkthrough Video

Game Day – Matt

6-Week Prep Meeting Action Items

How to Make the Transition to Surge Week

How to Handle Appointments Outside of Surge Week

Client Events During Surge

Why Surge Appointments

Mistakes We’ve Made Overscheduling Ourselves

Mistakes Made During Surges

Include Your Family Regarding Planning for a Surge

What Happens After the Fond Farewell

What Happens When Surge is Done

Advisor – The Week Before the Surge

What Happens In-Between Meetings from a Team Perspective

1 Week – Pre Surge

Prospecting Part 3 – Referrals

Prospecting Part 2 – Seminars

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