Is your head trash what’s stopping you from implementing surge and finding ways to deliver more value to your clients? If you’re going to implement surge, have you thought about steps to take to start or how to communicate how it’s beneficial to your clients? How does being surrounded by the knowledge of financial planning and positivity impact children? Listen in as we recap this week’s highlights and action items.
Why you need to get uncomfortable to take your practice to the next level.
See MoreUsing technology to improve the client experience.
See MoreStop wishing for more time and make small changes for a big impact on your productivity.
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