Follow Up Friday – How Surge Works For New Relationships And Clients
Recapping this week’s episodes and action items to implement right away.
Recommended Podcast
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]
How letting go of your books leads to practice growth
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The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
The Humble Advisor: Learning from Others
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