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

How Are You Accountable When You Make a Client Mistake?

Handling mistakes and transparency with clients.

See More

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

Leveraging your spouse and relationships for your success

See More

Upgrade Opportunities and Lessons in Criticism 

Opportunities for clients to grow along with you.

See More

Contact Us