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Welcome to BackStage Pass and INVICTUS
Jarvis Financial February 2023 Client Event
Client Loom Video Example
Meeting Follow Up For Clients
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
Guardrails
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
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