What You'll Learn In Today's Episode:

• Value adds should be rotated every couple of years to stay relevant.
• Team members must experience value adds themselves for better delivery.
• Post-surge debriefs help identify areas for improvement.
• Effective communication is key to client relationships.
• Understanding client assets can uncover hidden opportunities.

In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The discussion also highlights the benefits of post-surge debriefs as opportunities to identify areas for improvement and foster a culture of continuous growth. She illuminates the power of effective communication and the value of truly understanding client assets, showing how these skills can uncover new opportunities.