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

Encore episode – You Drank a Soda in a Client Meeting?!?

Micah and Matthew will be discussing several things you should and shouldn’t do in client meetings.

See More

Bonus Episode: The Numbers Behind Financial Success

How to talk to clients whose accounts go down in value.

See More

The Critical Role of Talent in Advisory Firms [Episode 308]

Navigating M&A in the Advisory Space

See More

Contact Us