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

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

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Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

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Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

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