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.

Recommended Podcast

Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

Stacking the odds in your favor when it comes to prospect meetings.

See More

You Didn’t Hire Idiots

Looking at the end goal when training your team.

See More

The Value Of Writing A Legacy Letter With Guest Blake Brewer

How a tragedy created a life mission.

See More

Contact Us