Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team’s perspective? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

We Don’t Need Surge, We Need Prospects [Episode 192]

What Works Wednesday – Creating A Surge Process That Works For You With John Mason

Worlds to Conquer – A Detailed Look At Surge

Recommended Podcast

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

Accurate financial reporting is crucial in M&A.

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Encore Episode: You Said What In A Client Meeting?!

Setting your client and yourself up for success with clear communication.

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Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

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