Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Best Communication Tips – You CAN Teach An Old Dog New Tricks [Episode 190]

What Works Wednesday – Pushing Your Comfort Zone With Bryan Garris

Worlds to Conquer – Surge: Schedules and Teams

Follow Up Friday – Best Communication Tips – You CAN Teach An Old Dog New Tricks

Recommended Podcast

The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

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Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

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Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

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