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
The Complexity Curve with Guest Paul Saganey
Asking thought-provoking questions and the art of visualizing and addressing client challenges.
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Throwback: Asking Questions That Matter For Estate Planning
How to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
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Mastering Communication, Delegation Secrets, and Personal Growth
Mastering communication skills to impact your client and prospect meetings.
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