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

Separating Deal Facts From Fiction With Peter Velardi

You’re not supposed to have all the answers.

See More

Treating Health as an Asset With Stevyn Guinnip

Health is finally becoming a financial conversation.

See More

Growing Beyond Capacity With Michael Belluomini and Liam Heffernan

This isn’t a DIY project.

See More

Contact Us