How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional are you when you’re presenting to clients? What rules of escalation do you have in place for your team? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

F*ing WORK! [Episode 200]

What Works Wednesday – Improving Your Presentations Through Comedy With Guest Cory Michaelis

Worlds to Conquer – Executive Assistants And Email Delegation

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Encore Episode: Did Surge Abandon You?

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Valuations in a Changing Market With Scott DiGiammarino

Remain calm, stay the course.

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Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]

Surge just works, right?

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