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.
Asking thought-provoking questions and the art of visualizing and addressing client challenges.
See MoreHow to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
See MoreMastering communication skills to impact your client and prospect meetings.
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